Rhonda Lynn Mcniel

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

• 04/2009 → 05/2022
  Oppenheimer & Co. Inc.
  Boca Raton, FL
• 05/2022 → Present
  Raymond James & Associates, Inc
  Fort Lauderdale, FL

Previous Registrations

• 2009-05-05 → 2022-05-16
  Oppenheimer & Co. Inc.
  Boca Raton, FL
• 1988-04-05 → 2009-05-13
  Ubs Financial Services Inc.
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

(1)Name of Business: Deer Park Farm New Castle Virginia LLC Address: 2720 NE 6th Street, Pompano Beach, FL, 33062, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 02/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Spouse runs day to day operation of a short term rental home.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-15
• S63 Uniform Securities Agent State Law Examination
  1981-06-11

Other Names

• Rhonda Lynn Kessler
• Rhonda Lynn Kessler