Skip to content
Serendipity SecuritiesSerendipity Securities
  • Home
  • About Us
    • About Us
    • Julie K. Tauriainen
    • Stephanie Smith
    • MY COACH Approach®
    • Team PAW-Sitive
    • About Raymond James
  • About You
    • About You
    • Women Investors
    • Retirees
    • Families and Individuals
    • Sudden Wealth
    • Socially Responsible Investors
  • Our Mission
  • Services
  • Blog
  • Resources
    • Resources
    • WorthWhile
  • Connect With Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Aptos CA-EDJ
    7735 Soquel Drive Aptos, CA 95003-3927 O: 831.661.0740
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Retirement & Longevity
  • Topic
    • Pre-Retirees
    • Retirement Planning
  • Media
    • Article
Cashing in on collections
Collectibles can appreciate in value, but are they a solid investment?
Family & Lifestyle
Your heirs want transparent, proactive conversations
Communication plays a critical role when it comes to successfully maintaining wealth and family harmony for generations to come.
Estate & Giving
Watch Video
View
The roles of trusts [INFOGRAPHIC]
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
Estate & Giving
Your guide to marriage and money
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage.
Family & Lifestyle
Comparing SBLs and student loans to cover tuition
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
Read
7 ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity
Read
Long-term care insurance can support your future flexibility
Asset-based long-term care may be a worthwhile addition to your financial plan.
Retirement & Longevity

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

facebooklinkedininstagramenvelope
Serendipity SecuritiesSerendipity Securities
  • 7735 Soquel Drive Aptos, CA 95003-3927
  • O: 831.661.0740
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use