Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Ray is a financial advisor who has been in the industry since May 2007. She is currently registered with Raymond James Financial Services Advisors, Inc. in Winter Park, Florida. Prior to her current role, she worked at Raymond James & Associates, Inc. in The Villages, Florida, and Morgan Stanley Smith Barney in Ocala, Florida. Janice has a strong background in financial planning and portfolio management. She is dedicated to helping her clients achieve 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
10/12/2017 - Present
Raymond James Financial Services Advisors, Inc. (WINTER PARK FL)
FL
10/13/2011 - 10/03/2017
RAYMOND JAMES & ASSOCIATES, INC. (THE VILLAGES FL)
FL
06/01/2009 - 11/11/2011
MORGAN STANLEY SMITH BARNEY (OCALA FL)
FL
05/08/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OCALA FL)
BOTH
Issued 05/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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