Unclaimed
Carole Ameila Rainey is a financial advisor registered with Osaic Wealth, Inc. Carole has been in the financial services industry since 1987. Carole has been associated with Securities America, Inc. and National Planning Corporation in the past. Carole is registered in 12 states.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (St. Petersburg FL)
FL
10/18/2017 - 06/14/2024
SECURITIES AMERICA, INC. (St. Petersburg FL)
FL
06/19/2006 - 10/24/2017
NATIONAL PLANNING CORPORATION (ST. PETERSBURG FL)
FL
01/01/2004 - 06/23/2006
ING FINANCIAL PARTNERS, INC. (ST PETE BEACH FL)
IA
02/28/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
FL
07/25/1996 - 02/23/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
07/20/1989 - 07/17/1996
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
05/12/1987 - 07/01/1989
QUICK & REILLY, INC.
IA
Issued 11/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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