Unclaimed
Magda Salgado is a financial advisor with Raymond James & Associates, Inc. based in Miami, Florida. Magda has been working in the financial industry since 2006 and has been with Raymond James & Associates, Inc. since 2016. Magda has been registered with FINRA since 2017. Magda is a Series 63 and 66 licensed holder. Magda Salgado has a strong background in providing financial advice to individuals and businesses. She specializes in financial planning, portfolio management, and retirement planning. She is dedicated to helping clients 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.
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
04/04/2017 - Present
Raymond James & Associates, Inc. (Miami FL)
FL
06/02/2011 - 01/20/2012
CREDIT AGRICOLE SECURITIES (USA) INC. (MIAMI FL)
NY
12/22/2008 - 09/17/2009
CALYON SECURITIES (USA) INC (NEW YORK NY)
FL
05/29/2007 - 09/26/2008
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
09/04/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
BOTH
Issued 02/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2017
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
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