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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paige? Claim Your ProfilePaige Ada Fraga is a financial advisor with over 20 years of experience in the industry. Paige is currently registered with Raymond James & Associates, Inc. and has a strong track record of providing financial planning and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Paige's expertise includes portfolio management, investment strategy, retirement planning, and estate planning. Paige is committed to helping clients achieve their financial goals and is dedicated to providing personalized and comprehensive financial advice. In addition to working at Raymond James, Paige is also a FINRA arbitrator, which helps demonstrate her commitment to the financial services industry.
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
08/03/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IA
06/29/2018 - 08/04/2021
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MI
12/16/2016 - 03/03/2017
REGULUS ADVISORS, LLC (KENTWOOD MI)
MI
03/09/2009 - 12/19/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (Portage MI)
AZ
03/22/2007 - 02/29/2008
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
10/31/2005 - 03/14/2007
AIG FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
10/31/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
06/03/2003 - 12/31/2004
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
06/02/2003 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
03/26/2002 - 11/01/2002
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
CA
01/25/2001 - 10/03/2001
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
BOTH
Issued 02/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2001
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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