Unclaimed
Mervat Tadrous is an investment advisor representative for Raymond James Financial Services Advisors, Inc., based in Waynesboro, Virginia. Mervat has been in the industry since 2014 and has a proven track record of providing financial guidance to individuals, families, and businesses. Mervat is committed to helping clients achieve their financial goals through a personalized approach to wealth management.
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
VA
10/29/2024 - Present
Raymond James Financial Services Advisors, Inc. (Waynesboro VA)
BC
Issued 06/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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