Jeannine Stecklair, financial advisor New Smyrna Beach FL
96 score

Jeannine Stecklair

CRD Number: 4599131
Current Firm: Raymond James Financial Services Advisors, Inc.

Jeannine Stecklair (CRD# 4599131) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Smyrna Beach, FL and has over 12 years of experience in the finance industry. Jeannine Stecklair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Beach Financial Planning LLC New Smyrna Beach, FL Jul 2006 - Current 10
Raymond James Financial Services, Inc. New Smyrna Beach, FL Jun 2006 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Jeannine M. Stecklair
Phone Number: 727-567-5877
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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