Unclaimed
Weisley Frazier is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Columbia, TN. Weisley has been in the industry since 2004. Weisley offers portfolio management for individuals and businesses, financial planning, and pension consulting. Weisley is also a Certified Financial Planner.
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
TN
01/24/2022 - Present
Raymond James Financial Services Advisors, Inc. (Columbia TN)
TN
02/13/2013 - 02/04/2022
RAYMOND JAMES & ASSOCIATES, INC. (COLUMBIA TN)
TN
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
09/14/2004 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (COLUMBIA TN)
BC
Issued 10/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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