Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Jean Baptiste is a financial advisor at Raymond James Financial Services Advisors, Inc., in Plantation, Florida. Ricardo has been in the financial services industry since 1997. Ricardo has a number of designations, including Certified Financial Planner, and holds licenses to provide advisory services in multiple states. Ricardo has previous experience with Ameriprise Financial Services, LLC and IDS Life Insurance Company.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/22/2022 - Present
Raymond James Financial Services Advisors, Inc. (Plantation FL)
FL
05/01/1997 - 11/03/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Plantation FL)
MN
05/01/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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