Unclaimed
Rhett Schmedemann is a financial advisor with Steward Partners Investment Advisory, LLC. Rhett is also registered as an investment advisor in Florida. Rhett has been a financial advisor for over 17 years and has a wide range of experience in the financial industry. Rhett provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Rhett has worked with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Rhett has a proven track record of success in helping his 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/09/2017 - Present
Steward Partners Investment Advisory, LLC (CLEARWATER FL)
FL
04/24/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
10/06/2014 - 04/26/2017
UBS FINANCIAL SERVICES INC. (ST. PETERSBURG FL)
FL
06/01/2009 - 09/26/2014
MORGAN STANLEY (CLEARWATER FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CLEARWATER FL)
FL
11/28/2006 - 04/02/2007
MORGAN STANLEY DW INC. (CLEARWATER FL)
NY
12/05/2003 - 02/24/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 1/7/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/3/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/2/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/7/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/4/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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