Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candice? Claim Your ProfileCandice Parker is a financial advisor with Raymond James Financial Services Advisors, Inc., working at the Birmingham, Alabama office. Candice has been a registered representative in the securities industry since February 2008. Candice has a strong background in financial planning and portfolio management, and specializes in working with individuals, corporations, and retirement plans. Before joining Raymond James, Candice worked at SA Stone Wealth Management Inc. and Sterne, Agee & Leach, Inc.. Candice is committed to providing her clients with personalized financial advice and investment strategies to help them reach 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
AL
11/07/2022 - Present
Raymond James Financial Services Advisors, Inc. (Birmingham AL)
AL
09/19/2017 - 08/30/2019
SA STONE WEALTH MANAGEMENT INC. (BIRMINGHAM AL)
AL
02/05/2008 - 04/28/2017
STERNE, AGEE & LEACH, INC. (Birmingham AL)
BOTH
Issued 03/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/21/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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