Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tavis? Claim Your ProfileTavis McCourt is a financial advisor with Raymond James & Associates, Inc. Tavis has been in the financial industry since 1999 and has a strong track record of helping individuals and businesses achieve their financial goals. Tavis is a Chartered Financial Analyst (CFA), which demonstrates Tavis' commitment to providing clients with the highest level of financial expertise. Tavis's current registrations include the Series 63 and Series 7 exams, and Tavis is also registered with the state of Tennessee. Tavis has been with Raymond James & Associates, Inc. since 2012 and has previously worked with Morgan Keegan & Company, Inc. and 12th Street Asset Mgt LP. Tavis's specializations include retirement planning, investment management, and wealth management. If you are looking for a financial advisor with a strong track record and a commitment to excellence, Tavis McCourt is a great choice.
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
TN
03/19/2019 - Present
Raymond James & Associates, Inc. (NASHVILLE TN)
TN
04/02/2012 - 01/30/2018
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
TN
11/25/1998 - 04/02/2012
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
BC
Issued 10/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 06/07/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/19/1998
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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