Disclaimers + Disclosures
Securities offered through Raymond James Financial Services, Inc., (RJFS) Member FINRA / SIPC. Investment advisory services offered through SPC Financial® (SPC). SPC and Sella & Martinic, LLC (S&M) are not registered broker-dealers and are both independent of RJFS.
*RJFS and SPC do not provide tax or legal advice. Tax services and analysis are provided by the related firm S&M through a separate engagement letter with clients.
RJFS financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact SPC for information and availability.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Links are being provided for informational purposes only. RJFS, SPC, and S&M are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors, and they are not responsible for the content of any website, or the collection or use of information regarding any website's users and/or members.
1Assets under advisement and management: accurate as of December 31, 2019.
2Percentage of clients of both SPC and S&M: accurate as of September 30, 2019.