Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lianne? Claim Your ProfileLianne Weber is a financial advisor at Raymond James & Associates, Inc. located in St. Petersburg, FL. Lianne has been working in the financial services industry since January 2009. She has experience in a number of areas including financial planning, pension consulting and portfolio management. Lianne is dedicated to providing her clients with personalized financial advice and strategies to help them reach their goals. She has a strong track record of success and is committed to providing her clients with the highest level of service.
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
04/26/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/29/2021 - 04/22/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
09/13/2019 - 10/09/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 05/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/03/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2019
SIE - Securities Industry Essentials 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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