Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Waldemar? Claim Your ProfileWaldemar Jose Vidal is a financial advisor at Raymond James & Associates, Inc. with over 40 years of experience in the financial services industry. Waldemar is a registered investment advisor in Florida, Georgia, and Texas and also holds a Series 63, 65, 7, 3, 31, and SIE. Waldemar is a highly experienced advisor with a broad range of knowledge in investment strategies and portfolio management. Waldemar has also worked at ROBINSON-HUMPHREY/AMERICAN EXPRESS INC. Waldemar is the President of the Smuggler's Cove Condominium Association and has served in this role for many years. Waldemar has expertise in working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and pension plans.
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
GA
01/04/2012 - Present
Raymond James & Associates, Inc. (Atlanta GA)
NA
07/01/1980 - 04/16/1984
ROBINSON-HUMPHREY/AMERICAN EXPRESS INC.
IA
Issued 11/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/1983
Series 3 - National Commodity Futures Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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