Unclaimed
Erin Leigh Meconnahey is a financial advisor associated with Raymond James & Associates, Inc. in ST. PETERSBURG, FL. Erin is registered with FINRA as a registered representative and is also licensed to conduct business in Florida. Erin has been in the securities industry since 2001 and has experience in a wide range of financial services, including portfolio management, financial planning, and investment advisory services. Prior to joining Raymond James & Associates, Inc., Erin was with RAYMOND JAMES FINANCIAL SERVICES, INC., also in ST. PETERSBURG. Erin has earned several industry certifications, including the Series 4, Series 7, Series 24, and Series 63 licenses. The firm has over 7,700 employees, over $400 billion in assets under management, and specializes in working with high net worth individuals and families.
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
03/21/2016 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/24/2001 - 03/01/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 04/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2003
Series 4 - Registered Options Principal Examination
BC
Issued 11/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2001
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
Not sure Erin Meconnahey is the right advisor for you? Invested Better is here to help.