Unclaimed
Jayne Frances Cavagnaro is a financial advisor at Raymond James & Associates, Inc. Jayne has been working in the financial industry since October 1995. Jayne holds the Series 63, SIE, and Series 7 licenses. Jayne is registered in New Jersey and New York. Previously Jayne worked for several firms including J.P. Morgan Securities LLC, ITG INC., MAPLE SECURITIES U.S.A. INC., and MORGAN STANLEY & CO. LLC. Jayne specializes in a variety of areas including retirement planning, investment management, and financial planning.
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
FL
12/02/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
08/05/2019 - 11/18/2020
J.P. MORGAN SECURITIES LLC (STATEN ISLAND NY)
NY
04/05/2016 - 03/20/2019
ITG INC. (NEW YORK NY)
NJ
03/26/2014 - 04/12/2016
MAPLE SECURITIES U.S.A. INC. (JERSEY CITY NJ)
NY
12/06/1996 - 05/06/2013
MORGAN STANLEY & CO. LLC (NEW YORK NY)
MA
10/03/1990 - 02/25/1993
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
BC
Issued 07/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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