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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aimee? Claim Your ProfileAimee Lee Boggs is a financial advisor with over 26 years of experience in the industry. Aimee is registered to offer investment advice and securities brokerage services in Florida and Texas. Aimee previously worked at Morgan Stanley and Citigroup Global Markets Inc. Aimee is currently registered with Raymond James & Associates, Inc. and serves individuals, high-net-worth individuals, corporations, businesses, charitable organizations, insurance companies, banking and thrift institutions, and pension and profit sharing plans. Aimee offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
12/10/2013 - Present
Raymond James & Associates, Inc. (PONTE VEDRA BEACH FL)
FL
06/01/2009 - 11/26/2013
MORGAN STANLEY (PONTE VEDRA BEACH FL)
FL
09/05/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PONTE VEDRA BEACH FL)
IA
Issued 10/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/26/1996
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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