Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Letitia? Claim Your ProfileLetitia Ann Wold is a financial advisor with over 20 years of experience in the financial services industry. She has a wide range of experience working with individuals, corporations, and institutions. Letitia currently works with Raymond James Financial Services Advisors, Inc. and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Thrivent Investment Management Inc., Lutheran Brotherhood Securities Corp., and Raymond James & Associates, Inc. Letitia is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses. Letitia is currently registered with FINRA and the state of Florida. Letitia provides a variety of services to her clients, including financial planning, portfolio management, and retirement planning. Letitia is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
05/14/2009 - Present
Raymond James Financial Services Advisors, Inc. (Clearwater FL)
FL
03/30/2007 - 02/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
FL
07/01/2002 - 04/04/2007
THRIVENT INVESTMENT MANAGEMENT INC. (CLEARWATER FL)
MN
05/24/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
FL
12/23/1999 - 01/25/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 05/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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