Unclaimed
Wilson Studstill is a registered representative with Raymond James & Associates, Inc. Wilson has been in the financial industry for over 24 years and is a licensed investment advisor. Wilson is based in Jacksonville, Florida and is registered to offer investment advisory services in Alabama, Arkansas, California, Florida, Georgia, Illinois, Kansas, Maine, Minnesota, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Utah, Virginia, and Washington. Wilson's firm, Raymond James, is a leading financial services company with over $1 billion in assets under management.
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
04/24/2009 - Present
Raymond James & Associates, Inc. (JACKSONVILLE FL)
FL
08/27/1998 - 05/08/2009
CITIGROUP GLOBAL MARKETS INC. (JACKSONVILLE FL)
IA
Issued 09/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/26/1998
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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