Unclaimed
Jenny Marie Payne is a financial advisor with Raymond James Financial Services Advisors, Inc. in Rome, Pennsylvania. Jenny has over 20 years of experience in the financial services industry, and she specializes in providing financial planning and portfolio management services to individuals, families, and businesses. She is a registered representative and investment advisor representative, and she holds Series 7, Series 10, Series 9, Series 31, and SIE licenses. Jenny also provides consulting services to businesses and retirement plans.
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
PA
02/11/2009 - Present
Raymond James Financial Services Advisors, Inc. (ROME PA)
FL
09/28/2001 - 11/11/2004
CHEEVERS, HAND & ANGELINE, INC. (WEST PALM BEACH FL)
NY
06/07/2000 - 10/08/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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