Best Investors Account Sign in

Maria Elena Bollo

Raymond James & Associates, Inc.

North Redington, FL

St. Petersburg, FL

CRD 6170647

Claim This Profile
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
FL RA APPROVED 2024-05-20
  • FL RA
    APPROVED
    Since 2024-05-20

Branch Locations

North Redington, FL • United States

880 Carillon Parkway, St. Petersburg, FL 33716 • 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
Wells Fargo Advisors, Llc Tampa FL 03/2013 11/2016
Wells Fargo Clearing Services, Llc Tampa FL 11/2016 05/2024
Raymond James & Associates, Inc. Saint Petersburg FL 05/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-29
  • S66 Uniform Combined State Law Examination
    2019-03-29
Other Names
  • Maria Elena Bollo
  • Maria Elena Sorbara

View on SEC IAPD

More in North Redington, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor