Unclaimed
A Janssen Longenecker is a financial advisor with over 25 years of experience in the financial services industry. A is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2015. A previously worked at Edward Jones from 1995 to 2015. A is licensed in multiple states and holds several industry certifications, including Series 7, Series 24, and Series 63. A specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and other institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MO
09/08/2017 - Present
Raymond James Financial Services Advisors, Inc. (ST. PETERS MO)
MO
08/28/1995 - 07/10/2015
EDWARD JONES (ST PETERS MO)
BC
Issued 08/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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