Raymond James
5590 Monona Drive
Monona, WI (Wisconsin) 53716-3131
Monona, WI (Wisconsin) 53716-3131
Business Details
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
53 years Since 1962
James Kondrasuk (Manager)
| Products: | 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Mutual Funds, Non-Qualified Retirement Plans, Open End Mutual Funds, Qualified Retirement Plans, Stocks, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries |
| Services: | Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Educational Planning, Estate Planning, Executors, Family Wealth Planning, Fee-Based Services, Individual Services, Investment Planning, Living Trusts, Long Term Planning, Notary, Online Services, Personal Planning, Personal Trusts, Power Of Attorney, Probate, Research, Short Term Planning, Tax Planning, Tax Services, Trust Plan, Asset Protection, Cash Flow Management, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management, Trust Services, Wealth Planning, Wealth Preservation |
| Professionals on Staff: | Analysts |
| Certifications: | Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor |
| General Content: | 091430Attr:loans, 126500Attr:financial Planning, Financial Services, Investment Securities, Mutual Funds, Retirement Planning, Stocks |
| Credit Rating: | Excellent |
| Sales Volume: | 2M - 5M |
| Employee Size Range: | 1-4 |
| Franchise/Chain: | Branch |
| Number of PC's: | 2-9 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |
Additional Categories
Raymond James is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Services
- Investment Securities
- Investments & Mutual Funds
- Investment Banking And Securities Dealing > Mutual Funds
- Investment Banking And Securities Dealing > Private Investment > Investment Securities
- All Other Business Support Services > Financial Services
- Security Brokers, Dealers, And Flotation Companies > Mutual Funds
- Security Brokers, Dealers, And Flotation Companies > Security Brokers, Dealers, & Flotation Companies, Nec > Investment Securities
- Business Services, Nec > Financial Services
