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Educational Seminars & Workshops Advisors in St. Petersburg, Florida
1,831 Results
Unclaimed

Fidelity Personal AND Workplace Advisors

location

ST. PETERSBURG, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Randy Bray Perry is a financial advisor with Fidelity Personal AND Workplace Advisors. Randy has been a registered representative since March 2013. Randy holds a Series 7, Series 63, and Series 66 securities license and is registered to provide investment advice in 52 states and the District of Columbia. Fidelity Personal AND Workplace Advisors is a large financial firm with more than $1 billion in assets under management. The firm offers a range of financial services, including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

RJH Wealth Management, Inc. | PFS ® (Certifications)

location

ST. PETERSBURG, FL

0 Disclosures

ADVISOR BIO

Raymond Hetterich is an investment advisor representative with RJH Wealth Management, Inc., where Raymond has been employed since October 2011. RJH Wealth Management, Inc. is based in St. Petersburg, Florida. Prior to joining RJH Wealth Management, Inc. Raymond was associated with GWN SECURITIES INC. in St. Petersburg, Florida from 2009 to 2011 and with MEDALLION INVESTMENT SERVICES, INC. also in St. Petersburg from 2003 to 2009. Raymond has been in the securities industry since 1995.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Reagan Nicole Fricke is a registered representative with Raymond James & Associates, Inc. based in St. Petersburg, Florida. Reagan holds the Series 7TO and SIE licenses. Reagan's primary focus is on the financial needs of individuals, corporations, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Alice Zwerin is a registered investment advisor representative with Raymond James & Associates, Inc. based in ST. PETERSBURG, FL. Rebecca has been in the financial services industry since June 6, 2006. Rebecca has passed the Series 66, Series 7 and SIE exams. Rebecca also is the owner of a rental property business.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Leigh Schroeder is a financial advisor at Raymond James & Associates, Inc. Rebecca has been in the financial industry for 11 years. Rebecca has a Series 7 and Series 66 licenses and is registered in Florida. Rebecca specializes in working with individuals, corporations, and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

D.a. Davidson & Co.

location

ST. PETERSBURG, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Jean Davis is a financial advisor who has been in the industry for over 4 years. Rebecca Jean Davis works at D.A. Davidson & Co., where she is a Registered Representative and Investment Advisor Representative. She is registered to provide investment advice in Florida, Arkansas, and Massachusetts. Prior to joining D.A. Davidson & Co., Rebecca Jean Davis worked at Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. Rebecca Jean Davis holds Series 7, 66, 9, 10 and 24 licenses. Rebecca Jean Davis specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Chicco is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc.. Rebecca has been in the industry since 2010 and is registered with the state of Florida. Rebecca has a variety of experience in the financial services industry, including working with individuals, corporations, and high-net-worth clients. She has a strong understanding of financial planning, portfolio management, and investment strategies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Rebekah Powers is a financial advisor with over 18 years of experience in the industry. Rebekah is currently registered with Raymond James & Associates, Inc. in ST. PETERSBURG, FL. Prior to joining Raymond James & Associates, Inc. Rebekah worked at several other firms, including Calton & Associates, Inc., CETERA ADVISOR NETWORKS LLC, and SUMMIT BROKERAGE SERVICES, INC. Rebekah is licensed to provide investment advice and services in Florida and holds several industry certifications including Series 7, 31, 52, 53, 66, 14, and SIE. Rebekah offers a range of financial services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Rebekah is committed to providing her clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Reed Murray is a financial advisor with Raymond James & Associates, Inc. in St. Petersburg, FL. Reed has been in the financial services industry since 2014. Reed has a Series 7, Series 66 and SIE licenses. Reed also holds the Series 99TO license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Regan Jernigan is a financial advisor with Raymond James & Associates, Inc. Regan joined the firm in May of 2018. Regan is licensed to provide investment advice and has passed both the Securities Industry Essentials Examination and the Operations Professional Examination.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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