FSDA - Florida Securities Dealers & Advisors

FSDA - Florida Securities Dealers & Advisors FSDA - Florida Securities Dealers & Advisors Association 1933 ADVOCACY . COLLABORATION . EDUCATION

Mark Your Calenders...Make plans now to join the FSDA Elder Fraud Committee on June 12th at 11:00 AM for 'Breaking the S...
05/29/2026

Mark Your Calenders...
Make plans now to join the FSDA Elder Fraud Committee on June 12th at 11:00 AM for 'Breaking the Scam Cycle: Institutional Defense and Personal Protection in the Digital Age,' an educational webinar in recognition of World Elder Abuse Awareness Day. Moderated by Matthew Strope (Robinhood), the panel features Carlos Barrientos (Invex), Bill Herrmann (AARP), Lia Skelton (Raymond James), and Elizabeth Yoka (FINRA) discussing financial fraud trends, scam prevention, investor protection, and strategies for safeguarding vulnerable adults in today’s digital environment.
Register at FSDA.org

As we honor those who served, we wish you a safe memorial day weekend.
05/26/2026

As we honor those who served, we wish you a safe memorial day weekend.

In Honor of World Elder Abuse Awareness Day, the FSDA Elder Fraud Committee is hosting a live webinar on June 12th at 11...
05/21/2026

In Honor of World Elder Abuse Awareness Day, the FSDA Elder Fraud Committee is hosting a live webinar on June 12th at 11:00 AM EST.
This free event "Breaking the Scam Cycle: Institutional Defense and Personal Protection in the Digital Age" will feature:
Moderator: Matthew Strope - Vulnerable Persons Lead - Robinhood
with Panelists:
Lia Skelton Lia Skelton - Vice President, Supervision - Raymond James
Carlos Barrientos, CRCP® - Chief Compliance Officer - INVEX
Bill Herrmann - National Speaker & Educator - AARP
Elizabeth Yoka, CFE - Manager of the Vulnerable Adults and Seniors Team (VAST) - FINRA
Register to attend at FSDA.org

Today is the Day!The FSDA Elder Fraud Committee proudly presents “Elder Fraud Prevention: Protection Against Financial E...
05/20/2026

Today is the Day!
The FSDA Elder Fraud Committee proudly presents “Elder Fraud Prevention: Protection Against Financial Exploitation,” a free educational seminar presented in Spanish focused on elder abuse awareness and financial fraud prevention. Attendees will learn about current scam trends, warning signs, and practical strategies to help protect themselves and their loved ones from financial exploitation. Join Elizabeth Yoka, CFE - FINRA and Sarahy Poncela - Renaissance Regulatory Services for this informative and interactive program tonight. Open to FSDA members and the general public. There is still space for you, so register now FSDA.org

You Asked...We ListenedThe FSDA provides free educational programs across the state on topics including Elder Fraud, Fin...
05/19/2026

You Asked...We Listened
The FSDA provides free educational programs across the state on topics including Elder Fraud, Financial Literacy and Legislative/Advocacy Updates to name a few. Tomorrow, May 20th the FSDA Elder Fraud Committee is pleased to present “Elder Fraud Prevention: Protection Against Financial Exploitation,” a free educational seminar presented in Spanish that will focus on elder abuse awareness and financial fraud prevention. The program will take on current scam trends, warning signs, and practical strategies to help protect you and your loved ones from financial exploitation. Featuring Elizabeth Yoka, CFE - FINRA and Sarahy Poncela - Renaissance Regulatory Services. The event is free and open to FSDA members and the general public. Space is limited, so register today FSDA.org

Members on the Move!What a team of top professionals we have in Washington DC this week. We bet you won’t be able to tak...
05/13/2026

Members on the Move!
What a team of top professionals we have in Washington DC this week. We bet you won’t be able to take two steps without meeting an FSDA member at the FINRA conference this week.

On the Move!Thank you Tim Ratty and Louis Dempsey for spearheading this FSDA Elder Fraud event in collaboration with thi...
05/12/2026

On the Move!
Thank you Tim Ratty and Louis Dempsey for spearheading this FSDA Elder Fraud event in collaboration with this amazing community. Are you interested in having the FSDA bring a program to your community? Visit FSDA.org today to learn more.

Habla Usted Español?By popular demand...the FSDA Elder Fraud Committee has put together an Elder Fraud Awareness event i...
05/11/2026

Habla Usted Español?
By popular demand...the FSDA Elder Fraud Committee has put together an Elder Fraud Awareness event in collaboration with our friends at the Miami-Dade Public Library System that will be geared for our Spanish speaking community. The event will be at the Doral Branch Library on May 20th from 6:00 - 7:00 PM. The event is offered free of cost thanks to our generous sponsors.
For more information, visit FSDA.org

Seize the Day!Applications are now being accepted for THE O'BANNON M. COOK FSDA INVESTMENT IN THE FUTURE SCHOLARSHIP PRO...
05/11/2026

Seize the Day!
Applications are now being accepted for THE O'BANNON M. COOK FSDA INVESTMENT IN THE FUTURE SCHOLARSHIP PROGRAM
The deadline to apply is June 15th!
Visit FSDA.org to learn more about how to submit your application.

Applications for the THE O'BANNON M. COOK FSDA INVESTMENT IN THE FUTURE SCHOLARSHIP PROGRAM are now being accepted!The F...
05/06/2026

Applications for the THE O'BANNON M. COOK FSDA INVESTMENT IN THE FUTURE SCHOLARSHIP PROGRAM are now being accepted!
The FSDA has provided thousands of scholarship dollars to applicants since the creation of the scholarship program.

The scholarship opportunity was established to recognize and assist employees, immediate family members of employees, and interns of FSDA Institutional, Corporate and Advisory level members. Deadline to apply is June 15th.
Learn more at FSDA.org

Address

Tallahassee, FL

Telephone

+15613714517

Website

Alerts

Be the first to know and let us send you an email when FSDA - Florida Securities Dealers & Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Organization

Send a message to FSDA - Florida Securities Dealers & Advisors:

Shortcuts

Share

Category