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James D
Series 66
Portland, ME
Raymond James Financial
James Davis III is a financial advisor with Raymond James Financial in Portland, ME, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Raymond James Financial Services since 2002 and has been involved with Financial Benefit Services Corporation since 2001. In addition to his advisory work, he acts as a non-variable life insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs and institutional portfolio management with a network of advisors and affiliated firms.
Jay P
Series 66
Portland, ME
Raymond James Financial
Jay Pearl is a financial advisor with Raymond James Financial in Portland, ME, holding a Series 66 designation and 34 years of industry experience. He has worked with Raymond James since 2005 and is also the owner of Pearl Financial Services, a support company focused on non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through its affiliation with a municipal advisor.
Amanda S
Series 66
Portland, ME
Raymond James Financial
Amanda Stetson is a financial advisor with Raymond James Financial in Portland, ME, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Edward Jones and Concurrent Advisors before joining Raymond James Financial and its affiliates. Outside of her advisory role, she serves as a director for a local networking group, co-organizing weekly meetings. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Jeffrey A
Series 66
Portland, ME
Raymond James Financial
Jeffrey Amell is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisory, Inc. and Raymond James Financial Services, Inc. since 2018. Prior to that, he held roles at Residential Mortgage Services, Impole Corporation, AxA Advisors, and AD&W. Outside of advising, he serves as an agent with Financial Benefit Services Corporation, focusing on fixed products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides non-discretionary planning tailored to client goals and supports its recommendations through various advisory programs and institutional consulting.
George S
ChFC®, Series 63
Portland, ME
Raymond James Financial
George Spino is a financial advisor at Raymond James Financial with 40 years of experience. He holds the ChFC® and Series 63 designations and has been with Raymond James Financial since 2001. Outside of his advisory role, he serves as an assistant football coach for Greely Youth Football. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and supports a range of advisory programs and institutional consulting services.
Carter P
Series 66
Portland, ME
Raymond James Financial
Carter Pearl is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. He has worked at Raymond James and its affiliate Financial Benefit Services Corporation since 2019. Outside of advising, he serves on the advisory board of Maine Central Institute, where he participates in quarterly board meetings and committee work related to the school's development. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
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