Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everette? Claim Your ProfileEverette Ketchum is an investment advisor representative with Raymond James Financial Services Advisors, Inc., a firm based in Saint Petersburg, Florida. Everette is a registered investment advisor in South Carolina and Texas. Everette has been in the industry since 1996. In addition to his work at Raymond James Financial Services Advisors, Inc., Everette is also an owner of ESK Wealth Group LLC and Vision Wealth Advisors LLC. Everette holds the Series 6, 7, 63, 65, and SIE licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
04/22/2022 - Present
Raymond James Financial Services Advisors, Inc. (Columbia SC)
SC
12/03/2002 - 04/27/2022
WELLS FARGO CLEARING SERVICES, LLC (LEXINGTON SC)
NJ
08/14/2000 - 12/17/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/16/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
MA
11/25/1996 - 12/16/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/25/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 10/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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