Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Sardina is a financial advisor with over 20 years of experience in the industry. Raymond Sardina is a registered representative with Raymond James & Associates, Inc. and is registered to provide investment advisory services in Florida and Texas. Raymond Sardina has a strong track record of success in helping clients achieve their financial goals. Raymond Sardina's areas of expertise include retirement planning, investment management, and college savings. Raymond Sardina has been recognized for his commitment to client service and his dedication to the financial services industry. Raymond Sardina has a strong understanding of the financial markets and a deep commitment to his clients. Raymond Sardina is passionate about helping clients reach their financial goals and believes in building long-term relationships with them.
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
02/13/2012 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
09/15/2000 - 03/01/2007
MORGAN STANLEY DW INC. (MIAMI FL)
BOTH
Issued 03/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2000
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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