Unclaimed
Deborah Rhoades is a financial advisor with Raymond James Financial Services Advisors, Inc. Deborah has been in the industry since May 29, 1993, and is registered with FINRA and the state of Ohio. Deborah has experience in various aspects of financial planning, including investment management, insurance, and trust services. Deborah works with a variety of clients, including individuals, businesses, and institutions. Deborah holds the Series 6, 7, 63, and 65 licenses. Deborah is also a registered representative with Raymond James Financial Services, Inc., and is a member of the firm's Trust Department. Deborah is committed to providing her clients with personalized financial advice and guidance. Deborah has been affiliated with Raymond James since September of 2003. In addition to her role with Raymond James, Deborah also serves as a Trust Officer for Peoples Bank, where she oversees the Trust Department.
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
OH
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Marietta OH)
MA
04/30/1993 - 08/08/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/30/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 01/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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