Unclaimed
Jelani Aman Gandy is a financial advisor with Raymond James & Associates, Inc. Jelani has been in the industry for over a year and has a strong track record of success. Jelani holds the Series 7TO and SIE licenses and has also passed the Uniform Combined State Law Examination, qualifying Jelani for the Series 66 license. Jelani has experience working with a variety of clients, including individuals, businesses, and institutions. Jelani is committed to providing personalized financial advice and helping clients achieve their financial 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.
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
NY
04/06/2023 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
PA
09/19/2022 - 11/10/2022
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
BOTH
Issued 04/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2022
SIE - Securities Industry Essentials 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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