Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tricia? Claim Your ProfileTricia Lynne Tripp is a financial advisor with Raymond James Financial Services Advisors, Inc. Tricia has been in the financial services industry since January 14, 1994. Tricia is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 24, Series 51 and Series 63 securities licenses. Tricia is registered in 18 states, including Alabama, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia, Washington, and West Virginia. Tricia provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
12/10/2021 - Present
Raymond James Financial Services Advisors, Inc. (Dickerson MD)
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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