Sarasota, FL – Donald M. Jankowski, CFP®, Vice President of Gateway Bank and Financial Advisor in the 6204 Lockwood Ridge, Sarasota, FL 34243 office of Raymond James Financial Services, Inc., member FINRA/SIPC, reachable by 941-306-0122, recently completed the Financial Planner Series for Small Business at the Raymond James Financial Center, according to Patrick Daxon, Vice President of Raymond James’ Financial Planning Group.
The Financial Planner Series is a professional development program that focuses on retirement planning, income and estate tax planning, risk management and investment options for small business owners and executives. During this series of three multi-day seminars, advisors also gain a deeper knowledge of the technical, computer and administrative aspects of their business to better serve their clients with the highest levels of professionalism and integrity.
“The Financial Planner Series is one of the premier training programs in the country that teaches advisors how to identify, communicate and devise solutions for the financial needs of small business and executives,” says Daxon.
The Raymond James Financial Center provides ongoing education and professional training for the firm’s more than 6,000 financial advisors. The Institute’s wide-ranging curriculum encompasses many disciplines in the financial services industry and is designed to enable the financial advisor to recognize, quantify, illustrate and solve financial problems as the key to providing superior customer service to the client.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a national investment firm providing financial services to individuals, corporations and municipalities through more than 3,200 financial advisors in 2,000 offices throughout the United States. For more than 38 years, Raymond James Financial Services has provided a wide range of services through our affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a financial services holding company that has more than 6,000 financial advisors serving over 2 million accounts throughout the United States, Canada and overseas. In addition, total client assets are approximately $270 billion, of which approximately $35 billion are managed by the firm’s asset management subsidiaries.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
· Not deposits
· Not insured by FDIC or any other governmental agency
· Not guaranteed by Gateway Bank
· Subject to risk, may lose value
Gateway Bank and the Investment Centre are independent of Raymond James.