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个人理财顾问服务.

一对夫妇坐在沙发上

我们从探索你的财务目标开始

在艾迪生大道, we know there’s no one-size-fits-all solution when it comes to managing your finances. By taking a look at where you are, we can better understand where you want to be. 这就是为什么我们每天都和你们这样的会员合作.

通过雷蒙德·詹姆斯的市场调查, Morningstar, 以及其他备受尊敬的投资公司, 我们为您制定个性化的理财计划. We diversify your portfolio by using a strategic asset allocation approach, while recognizing the importance of tax-efficient investing.1

Finally, we will meet periodically to review your needs and goals. As they change, your financial plan may too — and we'll be there every step of the way.

Raymond James公司
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Investment
Resource

Weekly
Snapshot

Read the current economic outlook for timely financial planning from Raymond James

Investment
Resource

Monthly
Update

主要指数的市场信息

Investment
Resource

Quarterly
Strategy

当前的金融趋势和关键要点

Raymond James公司
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自我管理账户.

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A Self-Managed account is a great choice for those who are comfortable making investment decisions on their own and like to do their own research and analysis.

开通自我管理帐户

If you are interested in opening a Self-Managed brokerage account, please call our 投资服务支持中心 at 855.744.8585. We will work with you to answer any questions and determine your account paperwork needs. 让我们从今天开始帮助你.

Raymond James公司 

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im体育的经纪商/交易商.

多张百元大钞

Our team of 30 experienced Financial Advisors has years of extensive financial services experience, 但它们并不只为你服务. 雷蒙德·詹姆斯金融服务公司., 我们的代理/经销商, gives us access to research teams and industry experts who, then, further support the personalized recommendations you receive. 

One of the key benefits for clients is Raymond James' Client Access Portal. Client Access offers convenient, timely account details in an easy-to-understand, online format. 功能包括:

  • 全天不断更新投资组合
  • Complete portfolio snapshot with recent transactions and preview of upcoming activity
  • 主要市场平均价格的连续报价
  • Copies of statements, trade confirmations and tax reporting documents
  • 下载到intuit的Quicken®
Raymond James公司 

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金融顾问提供证券 雷蒙德·詹姆斯金融服务公司. Member FINRA/SIPC and securities are not insured by credit union insurance, NCUA或任何其他政府机构, 存款和信用合作社的义务不是吗, 信用社没有担保吗, 而且会有风险, 包括可能的本金损失. 第一科技联邦信用社 and 艾迪生大道 投资服务 are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.