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Shelley-Ann Ragoonanan

6 Years of Experience
St. Petersburg, FL
Broker

Shelley-Ann Ragoonanan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 6 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James Financial Services, INC.
April 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.
February 2022 - Present · 4 yrs 3 mos
Raymond James & Associates, INC.
January 2022 - Present · 4 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
June 2021 - October 2021 · 4 mos
Ameriprise Financial Services, LLCBroker
June 2021 - October 2021 · 4 mos
J.P. Morgan Securities LLC
July 2020 - June 2021 · 11 mos
J.P. Morgan Securities LLCBroker
June 2020 - June 2021 · 1 yr
AXA Advisors, LLC
March 2020 - March 2020 · 0 mos
AXA Advisors, LLCBroker
November 2018 - March 2020 · 1 yr 4 mos
State Registrations2 states
FLNJ
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.
Shelley-Ann Ragoonanan - Financial Advisor | TrueAdvisor