Unclaimed
Armand Anthony Atkinson is a financial advisor with over 15 years of experience in the industry. Armand is registered with NBC Securities, Inc. and is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Armand has experience working with individuals, businesses, pension and profit sharing plans, charitable organizations and high net worth individuals. Armand is licensed in 25 states and specializes in financial planning, pension consulting, selection of other advisors, and portfolio management. Armand previously worked with JHS Capital Advisors, LLC and Ameriprise Financial Services, Inc.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/21/2024 - Present
NBC Securities, Inc. (ST PETERSBURG FL)
FL
07/15/2010 - 08/03/2015
JHS CAPITAL ADVISORS, LLC (PALM HARBOR FL)
FL
04/10/2007 - 07/12/2010
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
BOTH
Issued 05/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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