Unclaimed
Brianna Parrott parkins is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Asheville, North Carolina. Brianna has been in the industry since 2014, working previously with Wells Fargo Clearing Services, LLC. Brianna Parrott parkins is licensed to offer investment advice in North Carolina.
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
NC
07/06/2018 - Present
Raymond James Financial Services Advisors, Inc. (ASHEVILLE NC)
NC
05/24/2014 - 07/10/2018
WELLS FARGO CLEARING SERVICES, LLC (ASHEVILLE NC)
IA
Issued 01/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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