Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aileen? Claim Your ProfileAileen Pacey is a financial advisor registered with Raymond James & Associates, Inc. in Fort Lauderdale, FL. Aileen has been in the financial industry since 2009 and has been registered with Raymond James & Associates, Inc. since February 2013. Aileen is a licensed Series 7 and Series 66 representative, and holds a Series 9 and Series 10 principal licenses. Aileen's previous experience includes work with Morgan Keegan & Company, Inc.. In addition to Aileen's role as a financial advisor, Aileen also owns and operates rental real estate.
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
FL
02/13/2013 - Present
Raymond James & Associates, Inc. (Fort Lauderdale FL)
FL
07/28/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (FT. LAUDERDALE FL)
BOTH
Issued 10/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/15/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2009
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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