- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Work with traders and team members to identify specific securities consistent with investment objectives + Support portfolio managers in delivering top service to ... RIA clients + Conduct periodic portfolio reviews, including credit...reviews, including credit assessments to determine continued suitability of investment consistent with risk tolerance and portfolio objectives. +… more
- Raymond James Financial, Inc. (Seattle, WA)
- …trade execution, custody, and clearing services to non-affiliated registered investment advisers and introducing broker-dealers through its RIA & Custody ... a clearing broker-dealer and custodian for many of our affiliated broker-dealer/ investment advisor subsidiaries, including RJFS and RJFSA. Additionally, RJA… more