Unclaimed
Tessie Coello is a financial advisor with Raymond James Financial Services, Inc. Tessie is a registered representative and has been in the industry since July 1999. Tessie has a Series 7, Series 63 and SIE license and holds a registration in Florida.
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.
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.
1
2
FL
08/08/2022 - Present
Raymond James Financial Services, Inc. (SOUTH MIAMI FL)
FL
01/01/2010 - 07/15/2022
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
06/03/2002 - 01/01/2010
UBS INTERNATIONAL INC. (CORAL GABLES FL)
NJ
07/08/1999 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 12/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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