Unclaimed
Jannie Markey is a registered representative with Raymond James & Associates, Inc. Jannie has been in the industry since July 5, 2012. Jannie is also a registered representative with FBT INVESTMENTS, INC. and holds Series 99 and SIE licenses. Jannie Markey is located in NEW ORLEANS, LA and specializes in investment advisory services for businesses, high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, insurance companies, banking or thrift institutions, and charitable organizations.
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
LA
08/17/2017 - Present
Raymond James & Associates, Inc. (NEW ORLEANS LA)
LA
07/06/2012 - 12/26/2017
FBT INVESTMENTS, INC. (NEW ORLEANS LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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