Unclaimed
Amelia Luttrell is a registered representative with Raymond James & Associates, Inc. Amelia is licensed in Alabama. Amelia has been in the securities industry since March 13, 2023. Prior to joining Raymond James & Associates, Inc., Amelia worked at Arlington Capital Services, LLC. Amelia specializes in providing investment advice to individuals, businesses, and corporations. Amelia is also a member of the Junior Board of Directors for Oasis Counseling for Women & Children.
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
AL
09/17/2024 - Present
Raymond James & Associates, Inc. (BIRMINGHAM AL)
AL
03/13/2023 - 05/13/2024
ARLINGTON CAPITAL SERVICES, LLC (BIRMINGHAM AL)
BC
Issued 06/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/04/2022
SIE - Securities Industry Essentials 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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