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Jamie Raylene Montisano

Raymond James Financial Services, Inc.

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About Jamie Raylene Montisano

Jamie Montisano is a financial advisor registered with Raymond James Financial Services, Inc. Jamie is located in Indianapolis, IN and has been working in the financial services industry since January 18, 2024. Jamie holds the Series 63, Series 7TO and SIE licenses. Jamie is registered with the state of Indiana.

Firm Information

Jamie Montisano is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jamie Montisano’s Registration & Firm History

IN

01/19/2024 - Present

Raymond James Financial Services, Inc. (INDIANAPOLIS IN)

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Licenses & Designations

BC

Issued 02/26/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2024

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2023

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Raylene Montisano.
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