Unclaimed
Kathy Trzaskoma is a financial advisor at Raymond James Financial Services, Inc. Kathy has been in the industry since October 20, 2005. Kathy holds the Series 7 and SIE licenses. Kathy has been registered with Raymond James Financial Services, Inc. since February 28, 2020. Prior to that, Kathy was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated from October 20, 2005 to March 2, 2020.
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.
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.
1
2
VA
02/28/2020 - Present
Raymond James Financial Services, Inc. (Alexandria VA)
VA
10/20/2005 - 03/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALEXANDRIA VA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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