Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Ann Buckholz is a financial advisor with Raymond James & Associates, Inc. Jean has been a registered representative since November 1997. Jean is licensed to provide investment advice in all 50 states, the District of Columbia, and the Virgin Islands. Jean has been in the financial industry for over 20 years. Jean has also previously worked for Raymond James Financial Services, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Jean is an investment advisor representative and holds a Series 63, Series 65, and Series 7 licenses. Jean is an active participant in the financial industry and has served as a power of attorney and personal representative.
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
05/27/2022 - Present
Raymond James & Associates, Inc. (Temple Terrace FL)
FL
05/05/2008 - 01/26/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)
FL
11/28/1997 - 12/20/2007
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
MN
11/28/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
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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