Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rickey? Claim Your ProfileRickey Mayo is a financial advisor with over 39 years of experience in the financial services industry. Rickey is a Certified Financial Planner and holds Series 7, 24, 51, and 63 licenses. Rickey has been associated with Raymond James Financial Services Advisors, Inc. since January 1999 and has held registrations in several states throughout his career. Rickey also holds a Series 65 license and is registered with the state of Virginia and Texas as an investment advisor representative. Prior to joining Raymond James, Rickey had roles with Robert Thomas Securities, Inc, CompuLife Investor Services, Inc., American Express Financial Advisors Inc., Brokers Securities, Inc., and First Jersey Securities, Inc. Rickey's expertise includes providing financial planning, investment consulting, and portfolio management for individuals and businesses.
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
VA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Virginia Beach VA)
FL
05/10/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MN
07/19/1994 - 04/28/1995
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
MN
04/07/1987 - 07/06/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
03/05/1985 - 10/23/1986
BROKERS SECURITIES, INC.
NA
02/24/1984 - 01/30/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 09/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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