Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tsali? Claim Your ProfileTsali William buakula Ricketson is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Tsali has been in the industry since 2004 and is licensed in multiple states, including Colorado, Texas, and California. Tsali has extensive experience in financial planning, portfolio management, and pension consulting. Tsali also provides educational seminars and selection of other advisors. In addition to Raymond James, Tsali has also worked at Morgan Stanley, Citigroup Global Markets Inc., and Aspen Wealth Strategies. Tsali is dedicated to providing personalized financial advice to 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
CO
03/27/2017 - Present
Raymond James Financial Services Advisors, Inc. (Greenwood Village CO)
CO
06/01/2009 - 02/23/2017
MORGAN STANLEY (GREENWOOD VILLAGE CO)
CO
03/07/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ENGLEWOOD CO)
CO
04/02/2007 - 02/28/2008
MORGAN STANLEY & CO., INCORPORATED (CENTENNIAL CO)
CO
06/25/2004 - 04/02/2007
MORGAN STANLEY DW INC. (CENTENNIAL CO)
BOTH
Issued 07/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/04/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 3 - National Commodity Futures Examination
BC
Issued 08/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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