Unclaimed
Kali H. Laganiere is an active Investment Adviser Representative with Raymond James Financial Services Advisors, Inc. Kali is registered with FINRA and has been in the industry since 2022. Kali has a Series 7, Series 66, and SIE licenses and is registered in Florida, Maine, Massachusetts, Ohio, and Virginia. Kali's office is located at 30 Lisbon Street, Lewiston, ME. The firm has 5,720 employees and has offices in 2,500 locations. The firm has a strong focus on providing financial advice to individuals, businesses, and high-net-worth clients. The firm offers a wide range of investment services, including financial planning, portfolio management, and educational seminars.
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
ME
11/08/2022 - Present
Raymond James Financial Services Advisors, Inc. (Lewiston ME)
BOTH
Issued 09/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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