FL Yellow Pages > Maitland
225 South Swoope Avenue
Maitland, FL (Florida) 32751-5704
(407) 678-7787 (Primary Phone)



Business Details
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
67 years
Since 1948
Janet Tate (Owner)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Non-Qualified Retir, Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities, Individual Retirement Account, Music, Treasuries
Product Features: Research
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Bonds, Bookkeeping Services, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Educationa, Advice, Analysis, Assessments, Asset Protection, Cash Flow, Coaching, College Planning, College Saving, Computer Services, Consulting, Counseling , Design Assistance, Designer, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management, Trust Ser
Specialties: Analysts, Asset Management, Banking, Cds, Consultations, Divorce Planning, Estate Planning, Investment Planning, Iras, Living Trusts, Mutual Funds, Power Of Attorney, Research, Stocks, Wills, Asset Protection
Programs Offered: Banking
Professionals on Staff: Analysts
Certifications: Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor
General Content: 091430Attr:retirement Planning, 223350Attr:manage Money, Financial Services, Retirement Planning, Stocks & Bond Brokers, Consultations
Credit Rating: Excellent
Sales Volume: 2M - 5M
Employee Size Range: 10-19
Franchise/Chain: Branch
Number of PC's: 2-9
Square Footage: 2500-9999
Fortune 500: No


Additional Categories
Raymond James is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Financial Services
  • Stocks & Bond Brokers
North American Industry Classification System (NAICS) Categories:
  • Securities Brokerage > Security Brokers & Dealers > Stocks & Bond Brokers
  • All Other Business Support Services > Financial Services
Standard Industry Classification (SIC) Categories:
  • Security Brokers, Dealers, And Flotation Companies > Security Brokers & Dealers > Stocks & Bond Brokers
  • Business Services, Nec > Financial Services
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