Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannie marie? Claim Your ProfileJeannie marie Gravelle is a financial advisor with over 18 years of experience in the industry. Jeannie marie is currently registered with Raymond James & Associates, Inc. and is licensed to provide financial advice in several states, including South Carolina, Florida, Georgia, North Carolina, Ohio, Tennessee, Virginia and West Virginia. Jeannie marie has held previous positions with firms such as Truist Investment Services, Inc., BB&T Securities, LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Jeannie marie provides financial planning and portfolio management services to individuals, businesses, and institutional clients.
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
SC
07/29/2021 - Present
Raymond James & Associates, Inc. (Columbia SC)
SC
02/17/2021 - 07/22/2021
TRUIST INVESTMENT SERVICES, INC. (COLUMBIA SC)
VA
02/08/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
06/17/2011 - 02/15/2017
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA SC)
SC
06/01/2009 - 06/27/2011
MORGAN STANLEY SMITH BARNEY (COLUMBIA SC)
SC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLUMBIA SC)
SC
10/08/2004 - 04/02/2007
MORGAN STANLEY DW INC. (COLUMBIA SC)
BOTH
Issued 11/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/07/2004
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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