Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Callie? Claim Your ProfileCallie Ruscher is a financial advisor who has been in the industry since 2018. Callie is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in Florida and New York. Callie has previously worked with J.P. MORGAN SECURITIES LLC and Morgan Stanley. Callie holds the Series 66, Series 7, Series 9 and Series 10 licenses. Callie specializes in providing financial planning, portfolio management, and selection of other advisers services to individuals and businesses.
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
FL
09/07/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
05/02/2017 - 01/25/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
SC
10/03/2016 - 05/04/2017
MORGAN STANLEY (COLUMBIA SC)
BOTH
Issued 11/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/02/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2016
Series 7 - General Securities Representative 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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