Unclaimed
Brianna Parrott Parkins is a financial advisor with Raymond James Financial Services Advisors, Inc. Brianna has been in the industry for over 10 years and has a strong track record of success. She is dedicated to providing her clients with personalized financial advice and guidance. Brianna specializes in working with individuals, families, and businesses. She offers a wide range of services, including financial planning, investment management, and retirement planning. Prior to joining Raymond James Financial Services Advisors, Inc., Brianna worked at Wells Fargo Clearing Services, LLC, where she gained valuable experience in the financial services industry.
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 1/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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