Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannie? Claim Your ProfileJeannie Lynn Holliday is a financial advisor with Raymond James Financial Services Advisors, Inc. Jeannie is a registered representative in Colorado, Florida, Georgia and Texas. Jeannie has been in the securities industry since 1984. Jeannie has a strong background in financial planning, portfolio management, and investment advisory services. Jeannie is a Certified Financial Analyst and holds Series 7, 24, 63 and 65 licenses. Jeannie has a strong commitment to providing her clients with personalized financial advice and investment strategies that meet their individual needs and goals.
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
11/08/2012 - Present
Raymond James Financial Services Advisors, Inc. (LAND O LAKES FL)
FL
01/08/2003 - 07/18/2012
INVESTMENT CENTERS OF AMERICA, INC. (LAND O' LAKES FL)
GA
01/10/2002 - 12/04/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
WI
06/20/1984 - 12/12/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 03/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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