Services and Products

As one of the nation’s leading investment management firms, Raymond James believes that choice is crucial in investment and financial planning. Our firm provides access to a selection of investment products that is both broad and deep, because we feel that your strategies should change along with your lifestyle and your needs. And a change in strategy may require alterations to your portfolio.

Diversification is sound policy, because it’s designed to reduce the inherent risk of investing. That’s why Raymond James offers our clients an extensive array of investment alternatives and services.

Available service and products:

• 401(k)
  
• Alternative Investments Group
  
• Annuities
  
• Asset Allocation
  
• Asset Management
  
• Auction Rate Securities
  
• Banking*
  
• Bonds
  
• Cash Management and Banking Services
  
• Certificates of Deposit (CDs) – Bank*
• Certificates of Deposit (CDs) – Brokered
• Charitable Endowment Fund
  
• Charitable Partners Program
  
• Client Interest Program
  
• Closed-End Funds
  
• College Planning
  
• Convertible Bonds
  
• Direct Transfer to Beneficiaries Service
  
• Elite Investment Account
  
• Equity Research
  
• Estate Planning
  
• Fee-Based Accounts
  
• Financial Planning
  
• Fixed Income
  
• Fixed Income Research
  
• Freedom Account
  
• Freedom Account
  (Exchange-Traded Funds Strategies)
  
• Government Securities
  
• Individual Retirement Accounts (IRAs)
  
• Insurance
  
• Investment Banking
  
• Margin Account
  
• Merchant Banking
  
• Money Market Funds
  
• Money Market Fund Rates
  
• Mortgaged-Backed Securities
  
• Mutual Funds
  
• New Issues
  
• Options
  
• Over-the-Counter / Nasdaq Trading
  
• PASSPORT Investment Account
  
• Preferred Securites
• Profit Sharing Plans
  
• Portfolio Reviews
  
• Public Finance
  
• Raymond James Bank, FSB
  
• Raymond James Consulting Services (RJCS)
  
• Research Reports
  
• Restricted Securities
  
• Retirement Planning
  
• Stocks
  
• Stock Options
  
• Syndicate
  
• Tax Planning
  
• Transfer to Beneficiaries / Transfer on Death
  
• Trust Services
  
• Unit Investment Trusts (PDF)
  

*Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Raymond James Trust Company, and Planning Corporation of America, Inc. are affiliated with Raymond James Bank, FSB, member FDIC, a federally chartered savings bank. Unless otherwise specified, products purchased from or held at affiliated Raymond James Financial, Inc. companies are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, FSB, are not guaranteed by Raymond James Bank, FSB and are subject to investment risks, including possible loss of the principal invested.