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Araceli Trejo-Rojo

2 Years of Experience
Tampa, FL
Broker

Araceli Trejo-Rojo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

100 N Tampa Street, Suite 3750, Tampa, FL, 33602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Araceli works as an associate/employee for All Seasons Wealth, an ICD for Raymond James, dedicating about half of her time to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.