Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Edmonds is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Augusta, GA. Katie has a background in finance and has been working in the industry since 2020. Katie holds the Series 7TO, Series 9, Series 10, and Series 66 licenses, as well as the SIE exam. Katie is registered to provide investment advice in several states, including Georgia and Texas. Katie's firm, Raymond James Financial Services Advisors, Inc., offers a range of investment advisory services, including financial planning, portfolio management, and pension consulting.
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
GA
10/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (Augusta GA)
BOTH
Issued 12/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Katie Edmonds is the right advisor for you? Invested Better is here to help.
