Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonell? Claim Your ProfileJonell Marie Smith is a financial professional with over 8 years of experience in the financial services industry. Jonell is currently registered with Raymond James Financial Services, Inc. and Carillon Fund Distributors, Inc. and is located in Saint Petersburg, Florida. Prior to joining these firms, Jonell worked at SUMRIDGE PARTNERS, LLC. Jonell holds the Series 99 and SIE licenses and is committed to providing her clients with the highest level of service and expertise.
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.
1
2
FL
01/22/2019 - Present
Raymond James Financial Services, Inc. (ST PETERSBURG FL)
NJ
09/07/2022 - 09/03/2024
SUMRIDGE PARTNERS, LLC (JERSEY CITY NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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