Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Trombetto has been in the financial industry since November 1978. Jon is currently registered with Raymond James Financial Services Advisors, Inc. as a Registered Representative and Investment Adviser Representative in the State of Florida and Investment Adviser Representative in the State of Texas. Jon has also worked as an Independent Contractor for Sunshine Wealth Mgmt LLC. Jon previously worked at Raymond James & Associates, Inc., Prudential Securities Incorporated, Smith Barney Shearson Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jon has Series 7, 9, 10, 24, 63, and 65 licenses and is a Series SIE exam pass holder. Jon holds designations including Series 7, 9, 10, 24, 63, and 65 licenses. Jon is licensed in 33 states and the District of Columbia. Jon is a licensed Investment Advisor Representative in Florida and Texas.
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
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (NAPLES FL)
FL
09/23/1998 - 10/27/2017
RAYMOND JAMES & ASSOCIATES, INC. (NAPLES FL)
NY
10/11/1993 - 09/25/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 10/26/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
09/18/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/27/1978 - 10/07/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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