Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norma? Claim Your ProfileNorma Robredo is a financial advisor at Raymond James & Associates, Inc. Norma has been in the industry since 2002. She has a wide range of experience, having previously worked at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Norma is licensed in several states, including Texas, California, Colorado, Illinois, Louisiana, and Maryland. She specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Norma is committed 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
TX
04/27/2021 - Present
Raymond James & Associates, Inc. (EL PASO TX)
TX
09/01/2011 - 05/03/2021
WELLS FARGO CLEARING SERVICES, LLC (EL PASO TX)
TX
07/08/2010 - 02/24/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL PASO TX)
TX
04/02/2002 - 06/23/2010
CHASE INVESTMENT SERVICES CORP. (EL PASO TX)
BOTH
Issued 01/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2002
Series 6 - Investment Company Products/Variable Contracts 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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