Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rayna? Claim Your ProfileRayna Cokley is a financial advisor with Fidelity Personal And Workplace Advisors. Rayna has been in the financial services industry since 1999. Rayna has a wide range of experience working with individuals, families, and businesses. Rayna specializes in providing financial planning, portfolio management, and other services to help clients reach their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/14/2022 - Present
Fidelity Personal AND Workplace Advisors (TAMPA FL)
FL
06/01/2009 - 08/24/2021
MORGAN STANLEY (Tampa FL)
FL
11/17/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
02/12/2008 - 11/04/2008
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
02/09/2006 - 11/29/2007
E*TRADE SECURITIES LLC (TAMPA FL)
MA
08/23/2005 - 05/08/2006
BROWNCO, LLC (BOSTON MA)
GA
09/09/2003 - 10/23/2003
RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)
GA
03/07/2003 - 07/31/2003
RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)
NE
06/01/1999 - 08/22/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MD
12/13/1994 - 11/20/1998
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Rayna Cokley is the right advisor for you? Invested Better is here to help.
