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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-12 |
| ME | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Benefit Services, Corp. | Portland | ME | 03/1993 | Present |
| Raymond James Financial Services | Portland | ME | 06/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Portland | ME | 01/2009 | Present |
| Financial Benefit Services Corporation | Portland | ME | 01/2002 | 02/2019 |
(1) Name of Business: Financial Benefit Services Corporation Address: 2273 Congress St, Portland, ME, 04102, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/07/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed Product Agent (2) Name of Business: Financial Benefit Services Corporation Address: 2273 Congress St, Portland, ME, 04102, United States Activity Type: Non-variable Insurance Position/Title: Broker, Other Investment Related: Yes Start Date: 02/28/1993 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance Broker (3) Name of Business: Pearl Financial Services Address: 417 Main Street , Bangor, ME, 04401, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 12/02/1988 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Owner of Support Company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-28 |
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