Unclaimed
Jennifer Smith is a financial professional with over 20 years of experience in the industry. Jennifer is a registered representative of Raymond James & Associates, Inc., and has been with the firm since 1995. She is currently located at the Raymond James & Associates, Inc. branch office in St. Petersburg, FL. Jennifer holds a Series 7 license and a Securities Industry Essentials Examination certification. Jennifer provides a wide range of financial services to individuals, corporations and institutions.
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
05/17/2017 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
11/29/1995 - 04/29/2016
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1995
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
Not sure Jennifer Smith is the right advisor for you? Invested Better is here to help.