Unclaimed
Jennifer Lynn Larkey is a financial advisor with Raymond James & Associates, Inc. with offices in ST. PETERSBURG, FL and Kapolei, HI. Jennifer Larkey has been in the industry since February 6, 2013. Jennifer Larkey holds Series 6, 7, 63 and 66 licenses and has been registered with the Securities and Exchange Commission (SEC). Her firm specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Raymond James & Associates, Inc. manages over $433 Billion in assets for over 1 million clients. Jennifer Larkey is currently registered in Hawaii and Texas.
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
FL
09/07/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TX
05/05/2016 - 09/06/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (WACO TX)
TX
03/07/2014 - 08/25/2015
WELLS FARGO ADVISORS, LLC (WACO TX)
TX
05/24/2010 - 02/28/2012
CHASE INVESTMENT SERVICES CORP. (WACO TX)
BOTH
Issued 04/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2010
Series 6 - Investment Company Products/Variable Contracts 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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