Unclaimed
Ryan Racine is a financial advisor with Raymond James & Associates, Inc. in St. Petersburg, FL. Ryan has been in the industry for over 6 years and has a Series 6, 7, 63 and 66 license. Ryan's previous experience includes working with Wells Fargo Clearing Services, LLC and Lincoln Financial Distributors, Inc. Ryan specializes in providing a range of financial services including portfolio management for businesses and individuals, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
1
2
FL
08/23/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
02/02/2022 - 08/16/2023
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
PA
10/06/2017 - 01/21/2022
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BOTH
Issued 09/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2017
Series 6 - Investment Company Products/Variable Contracts 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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