Unclaimed
Trevor Ronderos is a financial advisor with Raymond James & Associates, Inc. Trevor has been in the industry since 2014. Trevor holds the Series 3, 7, 57TO and SIE licenses, as well as the Series 66 license. Trevor is licensed to practice in 20 states and has been active in the industry for more than 8 years.
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
04/19/2023 - Present
Raymond James & Associates, Inc. (Miami FL)
FL
09/18/2014 - 07/08/2022
GOLDMAN SACHS & CO. LLC (MIAMI FL)
BOTH
Issued 07/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2014
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Trevor Ronderos is the right advisor for you? Invested Better is here to help.