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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ginnan is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 30 years of experience in the financial industry. He specializes in providing a variety of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. Jeffrey Ginnan is registered to offer investment advisory services in Kentucky and to offer securities in 37 states. He holds Series 3, 7, 24, 51, 63 and 65 licenses. He is a Vice President at Central Bank & Trust Co. and Central Investment Center, Inc. in Lexington, Kentucky.
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
KY
03/25/2010 - Present
Raymond James Financial Services Advisors, Inc. (Lexington KY)
LA
02/16/1995 - 12/05/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
PA
03/01/1994 - 02/22/1995
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
08/12/1993 - 03/09/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
09/10/1990 - 08/12/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1990
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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