Srendipity You’re right on time

Are you ready to apply our COACH Approach® and gain more money confidence? We welcome the chance to partner with you, empowering smart financial decisions for the rest of your life. Learn about the financial investment brokerage services we offer.

It’s truly amazing to be able to help people pursue their goals and dreams while simultaneously doing our part to build the world we want to see.
Julie Tauriainen | Founder + CEO of Serendipity Securities

IT’S A SAVVY SOIRÉE. You’re right on time.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serendipity Securities is not a registered broker/dealer and is independent of Raymond James Financial Services.

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