Unclaimed
Johnathan McCary is a financial advisor associated with Raymond James & Associates, Inc. Johnathan is registered with Financial Industry Regulatory Authority (FINRA) and has been in the industry for over a year. Johnathan has passed the Series 86, Series 87, and SIE exams. Johnathan is licensed in Florida.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
12/20/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BC
Issued 12/20/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/12/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
Not sure Johnathan McCary is the right advisor for you? Invested Better is here to help.