Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Richie is a financial advisor with Raymond James Financial Services Advisors, Inc. Jonathan has been in the financial industry for over 10 years. Jonathan holds Series 7, Series 24, and Series 66 licenses. Jonathan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Jonathan has worked at Raymond James Financial Services since 2010, and previously worked at RAYMOND JAMES FINANCIAL SERVICES, INC. Jonathan works out of the St. Petersburg, FL office.
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
08/17/2018 - Present
Raymond James Financial Services Advisors, Inc. (ST PETERSBURG FL)
FL
01/01/2011 - 08/31/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
BOTH
Issued 07/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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