Unclaimed
Ola E Fox is a financial advisor with Raymond James & Associates, Inc. Ola has been in the industry since March 24, 2010. Ola specializes in providing financial advice and investment services to individuals, corporations, and other businesses. Ola is registered with the state of Mississippi and has been with Raymond James & Associates, Inc. since June 8, 2018. Previously, Ola was with STEPHENS and MORGAN STANLEY SMITH BARNEY. Ola has a Series 7, Series 63, and SIE license. Ola is located in JACKSON, MS and can be reached at the Raymond James & Associates, Inc. branch office at 4266 I-55 North, Suite 200, JACKSON, MS 39211.
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
MS
06/08/2018 - Present
Raymond James & Associates, Inc. (JACKSON MS)
MS
05/18/2010 - 06/15/2018
STEPHENS (RIDGELAND MS)
MS
03/24/2010 - 06/09/2010
MORGAN STANLEY SMITH BARNEY (JACKSON MS)
BC
Issued 07/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2010
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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