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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sydney? Claim Your ProfileSydney Colson is a financial advisor with Raymond James & Associates, Inc. Sydney is a licensed investment advisor representative in Florida and has a Series 7, Series 63 and Series 65 license. Sydney has been in the industry since 2021 and has experience working with individuals, businesses, and high-net-worth clients. Sydney provides a variety of financial planning services, including portfolio management, retirement planning, and college savings. Sydney also has experience working with insurance companies and charitable organizations.
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
01/09/2025 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NC
09/13/2021 - 12/18/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 04/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2021
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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