Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Abrahams Whitehead is a registered representative with Raymond James & Associates, Inc., an investment firm based in St. Petersburg, Florida. Lynne has been in the financial industry since 2003, and her professional experience includes previous roles at T. Rowe Price Investment Services, Inc., and Princor Financial Services Corporation. Lynne holds both Series 6 and Series 7 securities licenses as well as the Series 63 and 66, and the Series 24 General Securities Principal Examination. Raymond James & Associates, Inc. manages over $433 billion in assets under management.
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
11/17/2015 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
04/23/2007 - 11/11/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
10/01/2003 - 03/30/2007
PRINCOR FINANCIAL SERVICES CORPORATION (TAMPA FL)
BOTH
Issued 06/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2003
Series 6 - Investment Company Products/Variable Contracts 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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