Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eva? Claim Your ProfileEva Newbold is a financial advisor with Raymond James & Associates, Inc., a firm based in St. Petersburg, Florida. Eva has been in the industry since 2000. Eva specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Eva has a wide range of experience in the industry, including working for several firms such as Wells Fargo Clearing Services, LLC and Center Street Securities, Inc. Eva holds various licenses and certifications, including Series 7, 9, 10, 24, 63, 65, and SIE. Eva is also registered in several states, including Tennessee, Colorado, Texas, Washington, and Wisconsin.
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
TN
12/05/2018 - Present
Raymond James & Associates, Inc. (FRANKLIN TN)
TN
04/17/2012 - 11/26/2018
WELLS FARGO CLEARING SERVICES, LLC (BRENTWOOD TN)
TN
10/23/2009 - 04/16/2012
CENTER STREET SECURITIES, INC. (NASHVILLE TN)
TN
12/01/2005 - 10/21/2009
ROYAL ALLIANCE ASSOCIATES, INC. (BRENTWOOD TN)
NJ
01/28/2005 - 10/28/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IL
02/04/2004 - 10/25/2004
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
MS
01/04/2001 - 01/05/2004
BANCORPSOUTH INVESTMENT SERVICES, INC. (JACKSON MS)
NY
07/31/2000 - 01/29/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
10/01/1999 - 06/28/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 02/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/04/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
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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