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Jeannine Stecklair

21 Years of Experience
Maitland, FL
Broker

Jeannine Stecklair is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Maitland, FL, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

541 S Orlando Ave, Suite 209, Maitland, FL, 32751

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeannine owns Beach Financial Planning LLC, where she does tax preparation and planning on a limited basis, dedicating a few hours per week. She also owns Jeannine Stecklair CPA, where she spends minimal time doing income tax preparation.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 17 yrs 3 mos
Raymond James Financial Services, INC.Broker
June 2006 - Present · 20 yrs 3 mos
Previous Registrations
Raymond James Financial Services
June 2006 - October 2009 · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2003 - May 2005 · 1 yr 10 mos
State Registrations6 states
FLGAMDNCNYOR
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.