Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannine? Claim Your ProfileJeannine Mary Stecklair is a financial advisor with over 20 years of experience in the financial services industry. Jeannine is registered with Raymond James Financial Services Advisors, Inc., and is licensed to provide financial advice in Florida, Georgia, Maryland, New York and North Carolina. Jeannine specializes in providing financial planning, investment management, and retirement planning services. Prior to joining Raymond James Financial Services Advisors, Inc., Jeannine was a financial advisor with Raymond James Financial Services, Inc., in St. Petersburg, Florida. Jeannine is also the proprietor of Beach Financial Planning Llc in New Smyrna Beach, Florida and Jeannine Stecklair CPA in New Smyrna Beach, Florida.
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
06/25/2009 - Present
Raymond James Financial Services Advisors, Inc. (Maitland FL)
FL
07/09/2003 - 05/24/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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