Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Lane is a financial advisor with Raymond James Financial Services Advisors, Inc. Jody has been in the financial services industry since December 1999. Prior to joining Raymond James Financial Services Advisors, Inc., Jody was employed by Raymond James & Associates, Inc. Jody has a Series 63, Series 65, Series 7, Series 9, Series 10 and SIE licenses and is registered in multiple states.
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
12/20/2018 - Present
Raymond James Financial Services Advisors, Inc. (ST PETERSBURG FL)
FL
11/30/2005 - 12/20/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
09/24/2004 - 11/30/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
12/23/1999 - 09/17/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 05/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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