Joshua SchechterCRD Number: 5316474
Current Firm: Raymond James & Associates, Inc.
Joshua Schechter (CRD# 5316474) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 10 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Morgan Keegan & Company||St Petersburg, FL||Aug 2012 - Current||5|
|Raymond James Financial Services||St Petersburg, FL||Aug 2010 - Current||7|
|Raymond James & Associates Inc.||St. Petersburg, FL||May 2010 - Current||7|
|Raymond James Financial Services||St. Petersburg, FL||Sep 2008 - May 2010||1|
|Unemployed||Tampa, FL||Jan 2008 - Sep 2008||< 1|
|E*trade Securities LLC||Tampa, FL||Mar 2007 - Jan 2008||< 1|
|Osu||Goshen, OH||Jan 2005 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)