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Helen Paradise

Raymond James & Associates, Inc.

New York, NY

Bronxville, NY

CRD 2691658

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-12-09
  • NY RA
    APPROVED
    Since 2022-12-09

Branch Locations

320 Park Avenue Fl 9, New York, NY 10022 • United States

Bronxville, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. New York NY 05/2010 12/2022
Raymond James & Associates, Inc. New York NY 12/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-13
S63 Uniform Securities Agent State Law Examination 1998-10-16
  • S66 Uniform Combined State Law Examination
    2003-02-13
  • S63 Uniform Securities Agent State Law Examination
    1998-10-16
Designations
  • Certified Financial Planner
Other Names
  • Elena Paladich
  • Helen Paladich
  • Helen Paladich

View on SEC IAPD

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