Aif Jacque Metcalfe
I help match financial advisor's career goals to one of five robust business models, each offering a distinct... | Greater Tampa Bay Area, Greater Tampa Bay Area, United States
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Aif Jacque Metcalfe’s Emails ai****@ra****.com
Aif Jacque Metcalfe’s Phone Numbers No phone number available.
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Aif Jacque Metcalfe’s Location Greater Tampa Bay Area, Greater Tampa Bay Area, United States
Aif Jacque Metcalfe’s Expertise I help match financial advisor's career goals to one of five robust business models, each offering a distinct combination of independence and support. I began my career in financial planning 10 years ago when I joined the Asset Management Services group within Raymond James where I focused on developing deep relationships with financial advisors and helping their clients reach their short and long-term financial needs. I hold Series 7 and Series 66 licenses and earned the Accredited Investment Fiduciary (AIF) designation in 2018. I am a member of the Institute of Investment Management Consulting (IIMC) at Raymond James and have experience in asset allocation, manager selection and portfolio construction as well as financial planning and trust services.
Aif Jacque Metcalfe’s Current Industry Raymond James
Aif
Jacque Metcalfe’s Prior Industry
Hit Promotional Products
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Raymond James
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Work Experience
Raymond James
Advisor Choice Consultant
Wed Nov 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Raymond James
Internal Trust Consultant
Thu Nov 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Raymond James
Registered Sales Associate
Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Nov 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Raymond James
Retail Portfolio Specialist
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Raymond James
OSM Platform Relationship Manager
Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Raymond James
Sales Support Supervisor
Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Raymond James
Advisor Services Representative
Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Hit Promotional Products
National Account Manager
Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Aif Jacque Metcalfe Email Addresses
FAQ About Aif Jacque Metcalfe
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Aif Jacque Metcalfe is located at
Greater Tampa Bay Area, Greater Tampa Bay Area, United States -
Aif Jacque Metcalfe is a
I help match financial advisor's career goals to one of five robust business models, each offering a distinct combination of independence and support. I began my career in financial planning 10 years ago when I joined the Asset Management Services group within Raymond James where I focused on developing deep relationships with financial advisors and helping their clients reach their short and long-term financial needs. I hold Series 7 and Series 66 licenses and earned the Accredited Investment Fiduciary (AIF) designation in 2018. I am a member of the Institute of Investment Management Consulting (IIMC) at Raymond James and have experience in asset allocation, manager selection and portfolio construction as well as financial planning and trust services. Raymond James -
Aif Jacque Metcalfe currently works in the
Raymond James -
Aif Jacque Metcalfe specializes in
I help match financial advisor's career goals to one of five robust business models, each offering a distinct combination of independence and support. I began my career in financial planning 10 years ago when I joined the Asset Management Services group within Raymond James where I focused on developing deep relationships with financial advisors and helping their clients reach their short and long-term financial needs. I hold Series 7 and Series 66 licenses and earned the Accredited Investment Fiduciary (AIF) designation in 2018. I am a member of the Institute of Investment Management Consulting (IIMC) at Raymond James and have experience in asset allocation, manager selection and portfolio construction as well as financial planning and trust services. -
Aif Jacque Metcalfe speaks the following languages:
No languages available. -
Aif Jacque Metcalfe has prior experience in the following industries:
Raymond James , Raymond James , Raymond James , Raymond James , Raymond James , Hit Promotional Products -
Aif Jacque Metcalfe has the following professional experience:
Raymond James , Raymond James , Raymond James , Raymond James , Raymond James , Raymond James , Raymond James , Hit Promotional Products . -
You can view Aif Jacque Metcalfe’s
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Aif Jacque Metcalfe’s work email addresses are
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Aif Jacque Metcalfe works at
Raymond James
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