Unclaimed
Rhonda Jimerson is a financial advisor in San Diego, California. Rhonda has been in the industry since 1986 and is currently registered with Stratos Wealth Partners, Ltd.. Rhonda has a strong background in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Rhonda's experience includes working with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.. Rhonda holds several securities licenses, including Series 7, Series 9, and Series 10.
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.
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.
Percentage of assets under management with third party managers
1
2
CA
11/23/2015 - Present
Stratos Wealth Partners, Ltd. (San Diego CA)
CA
01/01/2008 - 11/16/2015
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
06/17/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
NY
03/21/1995 - 07/02/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/12/1994 - 08/11/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/19/1986 - 08/19/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 07/02/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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