Unclaimed
Delroy Parkinson is a financial advisor at Raymond James & Associates, Inc. Delroy is a registered representative with both the state of Florida and FINRA. Delroy has been in the financial industry since 2015 and has a Series 7 and Series 66 license. Delroy's previous experience includes working at WELLS FARGO CLEARING SERVICES, LLC. Delroy is a part-time cycle instructor at the First Coast YMCA, and is also a real estate broker and owner/proprietor of several properties in Florida. Delroy specializes in providing financial planning 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
02/17/2020 - Present
Raymond James & Associates, Inc. (JACKSONVILLE FL)
FL
05/13/2015 - 02/19/2020
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
BOTH
Issued 06/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2015
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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