Unclaimed
Samantha Cecora is a registered representative with Raymond James & Associates, Inc. Samantha has been in the industry since December 2013 and has experience with both Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Samantha has a Series 7 and Series 66 license as well as the SIE exam. Samantha's current office location is in St. Petersburg, Florida. Samantha is also an associate with Peter Cecora LLC. Samantha's primary business activities include financial planning, portfolio management for individuals and businesses, and pension consulting.
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
FL
10/05/2015 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
12/18/2013 - 09/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
BOTH
Issued 02/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2013
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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