Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Marie Jones is a financial advisor with over 23 years of experience in the industry. Sara is currently registered with Raymond James & Associates, Inc. in Florida and Texas. Sara is a highly qualified advisor with licenses in Series 7, 24, 62, and 63, and holds the SIE designation. Sara has a proven track record of success in providing financial planning and investment management services to individuals, businesses, and institutions. Sara has a strong understanding of the financial markets and a commitment to providing personalized service to clients.
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
12/14/2023 - Present
Raymond James & Associates, Inc. (Fort Myers FL)
FL
08/06/2021 - 11/15/2023
MORGAN STANLEY (Fort Myers FL)
FL
05/21/2015 - 08/09/2021
FIFTH THIRD SECURITIES, INC. (CAPE CORAL FL)
FL
12/12/2011 - 04/08/2014
STERNE AGEE FINANCIAL SERVICES, INC. (CAPE CORAL FL)
AL
12/09/2011 - 12/20/2011
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
FL
04/09/2010 - 12/09/2011
ANDERSON & STRUDWICK, INCORPORATED (TAMPA FL)
FL
03/24/2010 - 04/15/2010
J.P. TURNER & COMPANY, L.L.C. (TAMPA FL)
FL
07/02/1999 - 03/30/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BC
Issued 06/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1999
Series 62 - Corporate Securities Limited 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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