JR
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Joseph Raissi

32 Years of Experience
Sarasota, FL
1 DisclosureBroker

Joseph Raissi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sarasota, FL, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6901 Professional Pkwy E, Sarasota, FL, 34240

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History

Regulatory History (1)
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Customer Dispute
March 2011
Denied
Other Business Activities

Joseph is the owner/president of Raissi& Co., officer of Raissi Partners LLC (tax preparation), and has ownership roles in multiple rental real estate properties. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
Raymond James Financial Services
April 2008 - October 2009 · 1 yr 6 mos
First Advisors, INC.
January 2007 - April 2008 · 1 yr 3 mos
Ffp Advisory Services INC
September 1995 - January 2007 · 11 yrs 4 mos
Ffp Securities, INC.Broker
November 1994 - April 2008 · 13 yrs 5 mos
Fortis Investors, INC.Broker
November 1993 - November 1994 · 1 yr
State Registrations41 states
AKALARAZCACOCTDCFLGAHIILINKSKYMAMDMEMIMNMOMSNCNDNHNJNMNVNYOHOKORPAPRSCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.