Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Todd Logan is a financial advisor with Raymond James Financial Services Advisors, Inc. located in COLUMBUS, OH. Whitney has been in the financial services industry since July 1985. Whitney has 33 state registrations, including Texas where they are registered as a resident. Whitney Logan has been a registered representative with Raymond James Financial Services Advisors, Inc. since January 2009. In addition to their work with Raymond James Financial Services Advisors, Inc., Whitney is the owner of Logan and Reed Wealth Partners and a trustee of the Logan Family Foundation.
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
OH
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (COLUMBUS OH)
NY
01/04/1996 - 11/01/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
02/17/1987 - 12/31/1995
NEW ENGLAND SECURITIES
NA
07/24/1985 - 02/18/1987
PENN MUTUAL EQUITY SERVICES, INC.
IA
Issued 10/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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