Unclaimed
Rhonda Denzio is an active Registered Representative with Raymond James & Associates, Inc. Rhonda is a licensed securities professional with over 12 years of experience in the financial services industry. Rhonda has worked in the Greenwood, Indiana area for over 10 years. Rhonda's previous employment experience includes working at Wachovia Securities, LLC in INDIANPOLIS, Indiana. Rhonda holds Series 7, Series 66, and SIE licenses. Rhonda has a broad range of experience and expertise in financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors.
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
IN
04/07/2009 - Present
Raymond James & Associates, Inc. (Greenwood IN)
IN
03/21/2008 - 09/15/2008
WACHOVIA SECURITIES, LLC (INDIANPOLIS IN)
BOTH
Issued 04/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
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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