Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolanta? Claim Your ProfileJolanta Serrano is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 10 years of experience in the financial services industry. Jolanta has a strong track record of success in helping clients achieve their financial goals. Jolanta holds FINRA Series 6, 7, 9, 10, 63 and 65 licenses. Jolanta has previous experience with Northern Trust Securities, Inc., Ameriprise Financial Services, Inc., LPL Financial LLC, Genworth Financial Securities Corporation, Horwitz & Associates, Inc., and Chase Investment Services Corp.
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
10/09/2019 - Present
Raymond James Financial Services Advisors, Inc. (Clearwater FL)
IL
06/14/2013 - 04/29/2014
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
HI
10/12/2012 - 04/16/2013
AMERIPRISE FINANCIAL SERVICES, INC. (KAILUA HI)
HI
09/13/2012 - 11/01/2012
LPL FINANCIAL LLC (HONOLULU HI)
IL
01/07/2010 - 03/01/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (LOMBARD IL)
IL
01/23/2008 - 12/21/2009
HORWITZ & ASSOCIATES, INC. (HIGHLAND PARK IL)
IL
08/31/2007 - 12/10/2007
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
09/08/2005 - 03/07/2007
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 09/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/06/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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