Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Flo-rilla? Claim Your ProfileFlo-rilla Rachael Wynne-jones is a financial advisor who has been in the industry since 2004. Flo-rilla is currently registered with Nylife Securities LLC and is licensed in 51 states. Flo-rilla has a diverse background having previously worked with firms such as Transamerica Capital, Inc., Charles Schwab & Co., Inc., USAA Investment Services Company, USAA Financial Advisors, Inc., Institutional Securities Corporation, WFG Investments, Inc., LPL Financial LLC, Linsco/Private Ledger Corp. and Securities America, Inc.
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.
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.
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2
TX
09/02/2022 - Present
Nylife Securities LLC (DALLAS TX)
CO
04/12/2022 - 07/13/2022
TRANSAMERICA CAPITAL, INC. (DENVER CO)
TX
09/15/2020 - 12/21/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
06/08/2020 - 08/13/2020
USAA INVESTMENT SERVICES COMPANY (ADDISON TX)
TX
04/22/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
07/05/2017 - 11/05/2018
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
TX
07/14/2011 - 07/05/2017
WFG INVESTMENTS, INC. (DALLAS TX)
TX
07/18/2007 - 03/24/2011
LPL FINANCIAL LLC (FORT WORTH TX)
TX
02/28/2006 - 03/30/2007
LINSCO/PRIVATE LEDGER CORP. (GRAPEVINE TX)
NE
12/19/2002 - 01/07/2006
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 07/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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