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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jo-ann? Claim Your ProfileJo-ann Principi is a financial advisor with Raymond James Financial Services Advisors, Inc. in Merritt Island, Florida. Jo-ann has been in the industry since 1979. Jo-ann holds Series 7, 63 and 66 licenses, and is a registered investment advisor in Florida. Jo-ann has extensive experience in providing financial advice to individuals, businesses and institutions. In addition to her work as a financial advisor, Jo-ann also owns and operates Fruit Creek Farm, a local farm that sells fresh produce and value-added farm products at farmers markets. Jo-ann is committed to providing her clients with personalized financial advice and guidance.
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
FL
11/05/2009 - Present
Raymond James Financial Services Advisors, Inc. (MERRITT ISLAND FL)
FL
02/05/1999 - 01/08/2009
EDWARD JONES (MERRITT ISLAND FL)
MO
09/19/1979 - 02/09/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 12/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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