Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Jean Duncan is a registered representative with Raymond James & Associates, Inc. Stephanie has been in the financial services industry since 2002. Stephanie holds a Series 63, Series 7, Series 9 and Series 10 licenses and is registered in Florida. Stephanie previously worked for Raymond James Financial Services, Inc., and Raymond James & Associates, Inc. in West Palm Beach, FL. Stephanie is also a Registered Representative with Raymond James & Associates, Inc. in St. Petersburg, FL.
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
04/06/2010 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/02/2009 - 04/06/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
07/23/2002 - 12/31/2008
RAYMOND JAMES & ASSOCIATES, INC. (WEST PALM BEACH FL)
BC
Issued 11/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
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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