Unclaimed
Johanny Dolores Pressley is a financial advisor with Raymond James Financial Services Advisors, Inc. Johanny has been in the financial industry since 2006. Johanny is registered with the state of Florida as both a broker and an investment advisor representative. Johanny has passed the Series 66, Series 7, and SIE exams. Johanny works in the Tampa, FL office. Johanny is affiliated with Florida Central Credit Union and Floridacentral Financial. Johanny's specializations include retirement planning, college savings, insurance, and estate planning.
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
07/16/2021 - Present
Raymond James Financial Services Advisors, Inc. (Tampa FL)
BOTH
Issued 06/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Johanny Pressley is the right advisor for you? Invested Better is here to help.