Rebecca Alice Zwerin

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

• 06/2005 → Present
  Raymond James & Associates
  St. Petersburg, FL

Other Businesses

(1)Name of Business: Address: 2211 Willowbrook Dr, Clearwater, FL, 33764, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord for Rental property (2)Name of Business: Real Estate property Address: 2211 Willowbrook Dr, Clearwater, FL, 33764, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/10/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord for real estate property

Exams

• S66 Uniform Combined State Law Examination
  2007-04-30

Other Names

• Rebecca Alice Pieper
• Rebecca Alice Zwerin
• Becky Kaiser
• Rebecca Alice Kaiser
• Rebecca Alice Kaiser