Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolyn? Claim Your ProfileJolyn Hacking Ellis is a registered representative with Raymond James Financial Services Advisors, Inc. Jolyn Ellis is a licensed investment advisor representative in Utah. Jolyn Ellis has been in the industry since August 31, 2018. Jolyn Ellis has passed the Series 7, Series 66, and SIE exams. Jolyn Ellis has a total of one approved Financial Industry Regulatory Authority (FINRA) registration, one approved State registration, and one approved Investment Advisor Representative (IAR) registration. Jolyn Ellis's current employer is Raymond James Financial Services Advisors, Inc. Jolyn Ellis is also a partner in MARVLS LLC which is a real estate company.
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
UT
12/13/2018 - Present
Raymond James Financial Services Advisors, Inc. (BOUNTIFUL UT)
BOTH
Issued 12/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jolyn Ellis is the right advisor for you? Invested Better is here to help.
