Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everett? Claim Your ProfileEverett Blake Massey is a financial advisor in Jacksonville, Florida with over 10 years of experience. Everett is registered with LPL Financial LLC, Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), Uniform Securities Agent State Law Examination (Series 63) and Uniform Investment Adviser Law Examination (Series 65). Everett has also been registered with Waddell & Reed and Securian Financial Services, Inc. Everett provides investment advice and portfolio management services to individuals, high-net-worth individuals, corporations, and other businesses. Everett is also a licensed insurance agent and provides insurance products and services.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
07/21/2021 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
09/29/2017 - 07/21/2021
WADDELL & REED (JACKSONVILLE FL)
FL
09/14/2016 - 09/08/2017
SECURIAN FINANCIAL SERVICES, INC. (Jacksonville FL)
BC
Issued 11/09/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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