Unclaimed
Jon Stuart Floyd is a financial advisor with American Portfolios Financial Services, Inc. in Chipley, Florida. Jon has been in the financial services industry since February 13, 1989. Jon has a Series 7, Series 63 and SIE. Jon is registered in Alabama, Florida and Texas. Jon previously worked for FSC SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE 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.
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.
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2
FL
11/01/2017 - Present
American Portfolios Financial Services, Inc. (Chipley FL)
FL
01/31/1997 - 11/08/2017
FSC SECURITIES CORPORATION (CHIPLEY FL)
MN
02/14/1989 - 02/04/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/14/1989 - 02/04/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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