Unclaimed
Blanca Taua salazar is an investment advisor representative currently registered with Raymond James Financial Services Advisors, Inc. Blanca has been in the industry since 2005 and has experience with UBS Financial Services Inc., Beta Capital Management, L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities Inc., and SunTrust Investment Services, Inc. Blanca specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Blanca is also a registered representative with Raymond James Financial Services Advisors, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
02/04/2019 - Present
Raymond James Financial Services Advisors, Inc. (Miami FL)
FL
09/16/2013 - 09/26/2018
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
03/12/2013 - 08/22/2013
BETA CAPITAL MANAGEMENT, L.P. (MIAMI FL)
FL
02/20/2007 - 07/18/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
01/27/2006 - 12/14/2006
J.P. MORGAN SECURITIES INC. (MIAMI FL)
GA
02/19/2004 - 01/11/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 11/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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