Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Ona Garrido is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Naples, Florida. Claudia has been in the financial services industry for 10 years and has passed the Series 66, Series 7TO, Series 6TO, and SIE exams. Prior to joining Raymond James Financial Services Advisors, Inc., Claudia worked at RBC Capital Markets, LLC and J.P. Morgan Securities LLC. Claudia specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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
03/29/2024 - Present
Raymond James Financial Services Advisors, Inc. (Naples FL)
FL
07/12/2021 - 04/03/2024
RBC CAPITAL MARKETS, LLC (NAPLES FL)
FL
09/27/2019 - 06/29/2021
J.P. MORGAN SECURITIES LLC (TAMPA FL)
BOTH
Issued 01/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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