Unclaimed
Vinya Muso is an advisor at Raymond James Financial Services Advisors, Inc. Vinya is a registered investment advisor in Indiana and has been active in the industry since 2016. Vinya specializes in working with individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. Vinya has experience providing financial planning, pension consulting, and educational seminars.
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
IN
10/17/2017 - Present
Raymond James Financial Services Advisors, Inc. (INDIANAPOLIS IN)
IN
04/18/2016 - 09/06/2017
RAYMOND JAMES & ASSOCIATES, INC. (FISHERS IN)
BOTH
Issued 07/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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