Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kortney? Claim Your ProfileKortney Ann Jolley is a financial advisor with Raymond James & Associates, Inc. with over 3 years of experience in the industry. Kortney Ann Jolley specializes in providing financial advice to individuals, businesses, insurance companies, pension and profit sharing plans, and charitable organizations. Kortney Ann Jolley holds Series 66, SIE, and Series 7 licenses and has a strong track record of success in helping clients achieve their financial goals. Kortney Ann Jolley has been registered with the Financial Industry Regulatory Authority (FINRA) since November 2018 and has also held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Before joining Raymond James & Associates, Inc., Kortney Ann Jolley worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Please see note in schedule d - miscellaneous
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.
1
2
OR
11/02/2018 - Present
Raymond James & Associates, Inc. (Portland OR)
OR
01/27/2015 - 11/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
BOTH
Issued 05/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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