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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Autumn? Claim Your ProfileAutumn Bonsall is a financial advisor with Raymond James Financial Services Advisors, Inc. in SAINT PETERSBURG, FL. Autumn has been in the financial industry since 2005. Autumn holds Series 66, Series 24, SIE and Series 7 licenses and has a proven track record of success in the industry. Autumn provides a wide range of financial services to individuals, businesses, and organizations. Autumn specializes in a variety of financial planning services including portfolio management, retirement planning, college savings, and estate planning. Autumn is committed to providing personalized financial advice to help clients achieve their financial goals.
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
FL
03/09/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
BOTH
Issued 02/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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