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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dionne? Claim Your ProfileDionne Reed is a financial advisor with Raymond James & Associates, Inc. Dionne has been in the financial industry since 2006 and has worked for several firms in Florida, including Raymond James Financial Services, Inc., FSC Securities Corporation, Wells Fargo Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dionne is a registered representative with FINRA and holds the Series 7, Series 9, Series 10 and Series 66 licenses. Dionne is also registered as an investment advisor representative with the state of Florida.
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
01/31/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/08/2017 - 12/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
07/29/2014 - 04/26/2017
RAYMOND JAMES & ASSOCIATES, INC. (TRINITY FL)
FL
10/30/2013 - 07/29/2014
FSC SECURITIES CORPORATION (CLEARWATER FL)
FL
02/18/2011 - 08/15/2013
WELLS FARGO ADVISORS, LLC (NAPLES FL)
FL
10/23/2009 - 01/04/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PUNTA GORDA FL)
WA
12/08/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BELLEVUE WA)
BOTH
Issued 02/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
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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