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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaroy? Claim Your ProfileJaroy Kent Mulkey is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. in San Antonio, Texas. Jaroy has been in the financial services industry for over 20 years, having previously worked with firms like Cetera Investment Services LLC and Financial Network Investment Corporation. Jaroy specializes in providing financial planning and portfolio management for individuals, businesses, and retirement plans. Jaroy is a Series 7 and Series 66 licensed advisor and is also registered as an investment advisor representative. In addition to working with clients at Raymond James Financial Services Advisors, Inc., Jaroy is also an Associate at Security Service FCU and Security Service Investment 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
TX
11/19/2015 - Present
Raymond James Financial Services Advisors, Inc. (San Antonio TX)
TX
08/16/2005 - 11/10/2015
CETERA INVESTMENT SERVICES LLC (SAN ANTONIO TX)
TX
08/20/2001 - 08/17/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
04/25/2001 - 08/17/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 08/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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