Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glyn? Claim Your ProfileGlyn Griffis is a financial advisor with over 20 years of experience in the industry. Glyn is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2009. Glyn is also a Certified Financial Planner (CFP®) professional. Prior to joining Raymond James Financial Services Advisors, Inc., Glyn was with Raymond James & Associates, Inc. and AXA Advisors, LLC. Glyn specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, families, and businesses. Glyn is dedicated to helping clients reach their financial goals.
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
FL
03/31/2009 - Present
Raymond James Financial Services Advisors, Inc. (Winter Garden FL)
FL
12/08/2000 - 05/01/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
04/10/2000 - 08/15/2000
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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