Unclaimed
Tron Brinkmann is an investment advisor representative at Raymond James Financial Services Advisors, Inc. and has been in the industry since October 2004. Tron has earned both Series 7 and 63 licenses as well as the Series 66 license. They specialize in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Tron also has experience with insurance companies, charitable organizations, and banking or thrift institutions. Tron's main focus is on providing financial planning, pension consulting, and portfolio management for individuals and businesses. They also offer educational seminars and selection of other advisers. Tron can be contacted at the Raymond James Financial Services Advisors, Inc. office located at 2222 W Pinnacle Peak Rd #160, Phoenix, AZ, 85027.
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
AZ
05/19/2021 - Present
Raymond James Financial Services Advisors, Inc. (Phoenix AZ)
AZ
10/28/2004 - 05/20/2021
EDWARD JONES (PHOENIX AZ)
BOTH
Issued 04/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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