Joseph Torelli (CRD# 3112140) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Milwaukee, WI and has over 25 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Milwaukee, WI | Aug 2011 - Current | 12 |
| Raymond James Financial Services Advisors Inc. | Milwaukee, WI | Aug 2011 - Current | 12 |
| Rj Milwaukee | Milwaukee, WI | Aug 2011 - Current | 12 |
| Joseph's Duplex | Wauwatosa, WI | Jul 2019 - Aug 2019 | < 1 |
| Health Insurance | Milwaukee, WI | Oct 2011 - Dec 2016 | 5 |
| Non-variable Insurance | Milwaukee, WI | Oct 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- WI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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