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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abbie? Claim Your ProfileAbbie Osterbur is a registered representative and investment advisor representative with Raymond James & Associates, Inc. Abbie has been in the industry since May 2012. Abbie is registered in 17 states and has licenses in securities and investment advising. Abbie has passed the Series 66, SIE, and Series 7 exams. In addition to her current role at Raymond James & Associates, Inc., Abbie has also previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Abbie specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IL
09/19/2022 - Present
Raymond James & Associates, Inc. (Champaign IL)
IL
05/17/2012 - 09/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAMPAIGN IL)
BOTH
Issued 08/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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