Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McRae is a financial advisor with Raymond James Financial Services Advisors, Inc. John McRae has been in the industry since June 1, 1993 and has a broad range of experience. John McRae provides financial planning, portfolio management for individuals and businesses, and pension consulting. John McRae is registered with the states of Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, and Wisconsin. John McRae is also a member of the Queen City Investment Club.
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
MS
05/11/2015 - Present
Raymond James Financial Services Advisors, Inc. (MERIDIAN MS)
MO
10/03/2003 - 10/21/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
09/15/1995 - 09/01/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
06/02/1993 - 09/18/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
BOTH
Issued 06/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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