Maria R Tottle

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 06/2019
  T. Rowe Price Investments
  Tampa, FL
• 10/2019 → 06/2024
  Transamerica Investors Securities Corporation
  St. Petersburg, FL
• 06/2019 → 10/2019
  Unemployed
  Palm Harbor, FL
• 10/2019 → 06/2024
  Transamerica Life Insurance Company
  St. Petersburg, FL
• 06/2024 → Present
  Raymond James & Associates Inc.
  Saint Petersburg, FL

Previous Registrations

• 2021-03-24 → 2022-09-22
  Transamerica Retirement Advisors, Llc
  St. Petersburg, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-10
• S63 Uniform Securities Agent State Law Examination
  2007-10-10

Other Names

• Maria R Putulin
• Maria R Kennedy
• Maria Riza Kennedy