Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cinnamon? Claim Your ProfileCinnamon L. Chaney is a registered representative at Raymond James & Associates, Inc., with over 20 years of experience in the financial services industry. Cinnamon began her career at BA Investment Services, Inc., where she worked for over three years. Cinnamon joined UBS FINANCIAL SERVICES INC. in 2005, and after a successful career with UBS, Cinnamon joined Raymond James & Associates, Inc. in 2016. Cinnamon holds several licenses including Series 7 and Series 66 and is registered in California as a broker-dealer and investment adviser. Cinnamon is also a graduate of the University of South Florida. Cinnamon specializes in providing financial advice and investment management services to individuals, families, 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
04/05/2016 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NJ
08/16/2005 - 03/24/2016
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
07/12/1999 - 08/23/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
11/01/1996 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 11/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1996
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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