Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Duarte Adona is a financial advisor at Raymond James Financial Services Advisors, Inc., and is a Registered Representative with Raymond James Financial Services, Inc. Richard Duarte Adona has been in the financial services industry since October 27, 2008. Richard Duarte Adona's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC.
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
CA
11/15/2018 - Present
Raymond James Financial Services Advisors, Inc. (ROCKLIN CA)
CA
02/08/2013 - 11/12/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FOLSOM CA)
CA
04/23/2010 - 11/27/2012
WELLS FARGO ADVISORS, LLC (AUBURN CA)
CA
08/15/2008 - 04/26/2010
WELLS FARGO INVESTMENTS, LLC (AUBURN CA)
BOTH
Issued 08/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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