Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constance? Claim Your ProfileConstance Miner has been a financial advisor for over 25 years. Constance is registered with Raymond James & Associates, Inc. and is also a Registered Investment Advisor. Constance specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses, and institutions. Constance has a strong track record of success in helping her clients achieve 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.
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
MD
12/07/2021 - Present
Raymond James & Associates, Inc. (Bethesda MD)
MD
01/14/2016 - 12/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
MD
01/28/2005 - 01/25/2016
UBS FINANCIAL SERVICES INC. (BETHESDA MD)
MD
05/30/1997 - 02/04/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
01/26/1994 - 07/27/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 06/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1997
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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