Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alana? Claim Your ProfileAlana Marie Fermoyle is a financial advisor with over 30 years of experience in the industry. Alana is registered with Raymond James Financial Services Advisors, Inc. and has offices in Minneapolis and Deerwood, Minnesota. Alana is a Series 7 and Series 66 licensed professional and holds a Series 24 designation. Alana has worked with a wide range of clients, including individuals, high-net-worth individuals, businesses, corporations, and pension and profit-sharing plans. Alana provides financial planning, portfolio management, and other advisory services to her clients.
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
MN
11/08/2013 - Present
Raymond James Financial Services Advisors, Inc. (Minneapolis MN)
MO
08/25/2000 - 04/24/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
04/30/1997 - 08/23/2000
EQUITY SECURITIES INVESTMENTS, INC. (GOLDEN VALLEY MN)
NA
10/07/1992 - 04/30/1997
EQUITY SECURITIES TRADING CO., INC. (VANCOUVER )
NY
07/02/1991 - 09/09/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/11/1989 - 06/10/1991
EQUITY SECURITIES TRADING CO., INC. (VANCOUVER )
NA
04/20/1988 - 06/21/1988
VAN CLEMENS & CO. INCORPORATED
BOTH
Issued 08/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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