Unclaimed
Josefine Amalia Troneby is a registered representative with Raymond James Financial Services Advisors, Inc. Josefine is licensed in 11 states and has been active in the financial industry since 2023. Josefine holds Series 7TO, SIE, and Series 66 licenses. Josefine is currently employed by Raymond James Financial Services Advisors, Inc. in the Palm Beach Gardens, FL branch. Josefine has a background in client support, data entry, meeting preparation, insurance and annuity paperwork, 401k account opening and maintenance, client meetings and acquisition.
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
10/25/2023 - Present
Raymond James Financial Services Advisors, Inc. (Palm Beach Gardens FL)
BOTH
Issued 10/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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