Jacinta Gauvin

Virginia Beach, VA

Verified Identity

Raymond James

Years of Experience

8 years

Member Since

2023

Allow Me to Introduce Myself

I believe the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and I am deeply committed to helping individuals, families and businesses realize their long-term financial goals. I want my clients to know that they are more than just a c...

Clientele

Retirees

Startup Employees

Surviving Spouses

Single Mothers

Divorcees

Wealthy Families

Business Owners

Businesswomen

Services Provided

Tax Planning

Financial Planning

Retirement Planning

Advice-Only Financial Planning

Specialties and Expertise

Portfolio Construction

College Planning

Retirement Income

Business Ownership Strategies

Credentials and Designations

Series 7

Series 7 - General Securities Representative Exam

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Series 63

Series 63 - Uniform Securities State Law Examination

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Pricing Models

Flat FeeAUM

Disclosures and Proof of License

SEC Profile

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