Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Remund has been in the financial services industry since 1993 and is a registered representative with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Jon holds several licenses including Series 7, 9, 10, 24, 52, 53, 55, 57, 63, 66 and the SIE exam. Jon provides financial planning and portfolio management for businesses and individuals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
11/16/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/31/2008 - 03/07/2018
SCOTTRADE, INC. (LARGO FL)
FL
09/19/2006 - 12/11/2007
INVEST FINANCIAL CORPORATION (TAMPA FL)
NY
05/03/1999 - 09/18/2006
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/18/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NE
09/07/1993 - 08/20/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
04/21/1993 - 09/09/1993
PRIME CHARTER LTD. (NEW YORK NY)
BOTH
Issued 03/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/13/2000
Series 4 - Registered Options Principal Examination
BC
Issued 01/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/02/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jon Remund is the right advisor for you? Invested Better is here to help.
