Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Victor Potts is a financial advisor with Raymond James Financial Services Advisors, Inc. in Deland, Florida. Roy Potts has been working in the financial industry since 1969 and has a diverse background in both insurance and financial services. Roy has a proven track record of success in helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial 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
FL
08/03/2009 - Present
Raymond James Financial Services Advisors, Inc. (DELAND FL)
FL
08/14/1990 - 05/12/1997
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
NA
06/01/1982 - 08/14/1990
GLOBAL INVESTOR SECURITIES, INC.
NA
03/14/1969 - 06/07/1982
POTTS FINANCIAL CORPORATION
BC
Issued 09/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/05/1975
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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