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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raynell? Claim Your ProfileRaynell Ann Tolley is a financial advisor at Raymond James & Associates, Inc., based in BLOOMFIELD HILLS, MI. Raynell has over 16 years of experience in the financial services industry. Raynell provides financial planning, portfolio management for individuals and businesses, and investment advisory 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.
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.
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2
MI
08/06/2019 - Present
Raymond James & Associates, Inc. (BLOOMFIELD HILLS MI)
MI
09/06/2011 - 11/15/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (FLINT MI)
MI
10/04/2010 - 09/26/2011
METLIFE SECURITIES INC. (TROY MI)
MI
05/13/2005 - 12/24/2008
CITIGROUP GLOBAL MARKETS INC. (FLINT MI)
BOTH
Issued 08/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 06/23/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2005
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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