Unclaimed
J Ray Strickland is a financial advisor with over 16 years of experience in the industry. J Ray Strickland is currently registered with Raymond James Financial Services Advisors, Inc., a firm with over 5,000 employees. Prior to this, J Ray Strickland has held positions with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC.. J Ray Strickland is registered in 17 states. J Ray Strickland holds the Series 66, Series 31, Series 7 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
TX
06/16/2016 - Present
Raymond James Financial Services Advisors, Inc. (PLANO TX)
TX
06/01/2009 - 06/30/2016
MORGAN STANLEY (PLANO TX)
TX
06/07/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANO TX)
BOTH
Issued 06/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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