Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Thomas Renedo is an investment advisor representative at Raymond James & Associates, Inc. Paul is based in ST. PETERSBURG, FL and has over 15 years of experience in the financial industry. Prior to joining Raymond James & Associates, Inc., Paul worked at USAA FINANCIAL ADVISORS, INC., WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC.. Paul holds a Series 66, Series 24 and Series 7 license. Paul focuses on providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
06/13/2016 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
11/10/2010 - 05/24/2016
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
01/01/2008 - 10/13/2010
WELLS FARGO ADVISORS, LLC (NEW PORT RICHEY FL)
FL
05/08/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SPRING HILL FL)
BOTH
Issued 05/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
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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