Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pennie? Claim Your ProfilePennie Lynn Kincade is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Pennie has been in the financial industry for over 5 years. Penne is registered with the state of Oregon as an investment advisor representative. Pennie provides financial advice to individuals, corporations, and institutions. Pennie also provides financial planning services, investment management services, and retirement planning services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
08/24/2021 - Present
Raymond James Financial Services Advisors, Inc. (PORTLAND OR)
MN
09/23/2020 - 10/20/2020
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
BOTH
Issued 12/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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