Saturday, July 31, 2010

Investment Services

Raymond James Financial Services, Inc.
Providing you with a selection of investment alternatives

www.investmentadvice.com


Your financial objectives are a serious matter to you - and to us. That's why Raymond James Financial Services, Inc. offers you a variety of investment alternatives to achieve your goals.
Some of the services we offer include:
Asset Management Quotations & Execution
Bonds Research: Equities &
Mutual Funds
Cash Management Retirement Planning
Corporate Finance Stocks
Insurance & Annuities Tax Planning
Mutual Funds Trust Services
Protection of Accounts  

Note: Securities are offered exclusively through Raymond James Financial Services, Inc., member NASD/SIPC, an independent broker/dealer, and are not insured by FDIC, NCUA or any other financial institution insurance, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal.

Daniel L Gilmore, CSA, AAMS
Financial Advisor and Branch Manager,
Raymond James Financial

Daniel Gilmore is a well-known financial consultant and educator in Bradenton, FL. He has developed a specialty practice in working with retirees and those about to retire. Dan assists investors in reducing their taxes, avoid outliving their assets and retaining financial independence.

He has attained the prestigious Certified Senior Advisor (CSA) designation, which is given to professionals who have received a comprehensive education in the health, financial, and social issues facing seniors. Upon completion of the course, candidates are required to pass a challenging national exam demonstrating their knowledge of the issues and their commitment to meeting the needs of their senior clients. He is also a member of the Society of Certified Senior Advisors and the Society is the world’s largest membership organization educating and certifying professionals who serve seniors.

Dan is a graduate of Florida State University and also holds an Accredited Asset Management Specialist Degree from the College of Financial Planning in Denver, CO. The AAMS designation requires students to take a yearlong course and pass an examination covering investments, taxes, and estate planning.

Dan has also given his views as a special guest host on AM 1490 radio and he was featured in The Bradenton Herald in their Young Entrepreneurs column.

Ryan BuskirkRyan Buskirk
Sales and Service Associate

Ryan Buskirk is a Bradenton native and graduated with honors from the University of South Florida with a Bachelor’s degree in Finance. Ryan went on to obtain his General Securities Registered Representative’s license and has been working with Dan Gilmore for over 2 years while maintaining an insurance license covering life, health, & variable annuities. The independence of being an RJFS rep allows him the flexibility to offer creative solutions to clients’ individual needs. His background in finance helps him in analyzing research about investments that are considered for use in client portfolios. Ryan enjoys fishing, kayaking, exercising and golf in his spare time. He plans to continue living in Bradenton and to one day have his own Raymond James Financial Services branch.

 

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