Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Afton? Claim Your ProfileAfton Nicole O'Meara is a financial advisor registered with Raymond James Financial Services Advisors, Inc. based in Bozeman, Montana. Afton has been in the financial services industry since March 2014. Afton is also registered as an Investment Advisor Representative (IAR) with the state of Montana. Prior to joining Raymond James, Afton was employed by Wells Fargo Advisors Financial Network, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Afton has a wide range of experience in the financial services industry and specializes in providing comprehensive financial planning services to individuals, families, and businesses.
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
MT
05/15/2018 - Present
Raymond James Financial Services Advisors, Inc. (Bozeman MT)
MT
09/22/2017 - 05/14/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BOZEMAN MT)
MT
10/01/2014 - 09/26/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOZEMAN MT)
GA
02/24/2014 - 09/03/2014
FSC SECURITIES CORPORATION (ALPHARETTA GA)
BOTH
Issued 05/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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