Unclaimed
Jackson Stanley robert Long is a financial advisor with Raymond James & Associates, Inc., located in Saint Petersburg, Florida. Jackson is a Series 7TO, SIE, and Series 79 licensed professional with over 5 years of experience in the financial industry. Prior to joining Raymond James & Associates, Inc., Jackson worked at ROBERT W. BAIRD & CO. INCORPORATED in Tampa, Florida. Jackson helps clients with financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
04/18/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/04/2014 - 09/04/2015
ROBERT W. BAIRD & CO. INCORPORATED (TAMPA FL)
BC
Issued 04/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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