Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Kelley Martin is a registered representative of Raymond James Financial Services Advisors, Inc. Stephanie has been in the financial services industry since 2008, and currently operates under the Reveille Wealth Management name. She is licensed to conduct business in Alabama, Colorado, Florida, Kansas, Michigan, Mississippi, Missouri, New Hampshire and South Carolina. Stephanie is also a registered investment advisor representative in Florida.
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
03/05/2021 - Present
Raymond James Financial Services Advisors, Inc. (Ocala FL)
FL
02/07/2011 - 01/21/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (OCALA FL)
FL
05/22/2008 - 01/26/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (OCALA FL)
BOTH
Issued 10/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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