Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolynn? Claim Your ProfileJolynn Frosh is a financial advisor with over 15 years of experience in the financial services industry. Jolynn has been registered with Raymond James Financial Services Advisors, Inc. since May 2023. Previously, Jolynn was registered with UBS Financial Services Inc. from January 2013 to May 2023 and Wells Fargo Advisors, LLC from July 2008 to January 2013. Jolynn has a strong background in financial planning, portfolio management, and retirement planning. Jolynn holds several licenses and certifications, including Series 7, Series 9, Series 10, Series 24, and Series 66. Jolynn is committed to providing her clients with personalized financial advice and guidance.
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
05/24/2023 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
NC
01/28/2013 - 05/30/2023
UBS FINANCIAL SERVICES INC. (WINSTON-SALEM NC)
NC
07/18/2008 - 01/31/2013
WELLS FARGO ADVISORS, LLC (WINSTON SALEM NC)
BOTH
Issued 10/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/08/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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