Unclaimed
John Saunier is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Winchester, KY. John has been in the financial services industry since August 2015. John has earned the Series 66, Series 7, and SIE securities licenses. John also holds licenses in several states including Kentucky, Florida, Georgia, and Texas. John's areas of specialization are Retirement Planning, College Savings Plans, Insurance Planning, Estate Planning, and Business Planning. John is a member of Central Bank & Trust and Central Investment Center Inc.
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
KY
10/22/2018 - Present
Raymond James Financial Services Advisors, Inc. (WINCHESTER KY)
KY
08/05/2015 - 10/22/2018
EDWARD JONES (LEXINGTON KY)
BOTH
Issued 08/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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