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 an active Registered Representative and Investment Advisor Representative in the state of Florida with over 16 years of experience in the financial services industry. Janice currently holds the Series 7 and Series 66 licenses as well as the SIE exam. Janice is associated with Raymond James Financial Services Advisors, Inc, with an office located in Winter Park, Florida. Janice has a strong background in the financial industry and has held previous positions with Raymond James & Associates, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. In addition to working with clients at Raymond James Financial Services Advisors, Inc. Janice has also been involved with other businesses, including: Marion County Public Schools, Ray Behavioral Wealth PLLC, and Winter Park Wealth Group.
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 5/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/7/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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