Unclaimed
Sean-paul Adams is a registered representative with Raymond James & Associates, Inc. Sean-paul has been working in the securities industry since April 26, 2022 and is currently located at the Raymond James & Associates, Inc. branch office in ST. PETERSBURG, FL. Sean-paul has passed the Series 7TO, Series 86, Series 87, and SIE exams. Sean-paul is registered to sell securities in Florida. Prior to joining Raymond James & Associates, Inc., Sean-paul was employed by TRADE-PMR INC. in GAINESVILLE, FL.
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
07/07/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
03/23/2022 - 06/01/2022
TRADE-PMR INC. (GAINESVILLE FL)
BC
Issued 10/21/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/21/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2021
SIE - Securities Industry Essentials 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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