Unclaimed
Liam Coohill is a financial professional registered with Raymond James & Associates, Inc. Liam has been in the industry since May 2022. Liam holds the Series 86, 87, and SIE licenses. Liam is currently located in Saint Petersburg, Florida.
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
FL
05/23/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BC
Issued 05/23/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/07/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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