Your financial objectives are a serious matter to you and to us. First National
Investment Services and Raymond James Financial Services offer you a variety of
investment alternatives to achieve your goals. Some of the services our professionals make
available through Raymond James Financial Services include:
We make available a variety of portfolio management services for individuals,
pension and profit sharing plans, retirement funds, foundations, endowments,
and trusts. In addition to our traditional investment accounts, we offer
several fee-based accounts which feature annual fees and low (or no)
We make available a variety of retirement planning vehicles for individuals and
businesses, including IRAs, fixed and variable annuities, life insurance,
mutual funds, and pension and profit sharing plans.
The Raymond James Elite Investment Account combines a full-service investment
account with a comprehensive cash management program, all for a low annual fee.
Features include unlimited check writing, a VISA Gold debit/ATM card, loans,
cost basis and gain/loss information, streetname dividend reinvestment,
electronic deposits/payments, direct access to account information via the
Internet, monthly statements and an annual summary statement. Performance
reporting is available for Elite accounts valued at $100,000 or greater (does
not include aggregate balances).
Research: Equities & Mutual Funds
The Raymond James nationally recognized equity research department frequently
issues reports on individual companies, as well as "The Focus List", a monthly
report featuring current stock recommendations and commentary on the market and
Raymond James was the first firm to publish independent, specific
recommendations on individual mutual funds and sectors. Our reports include
easy-to-understand performance data, top holdings, general data, and a
hypothetical illustration of a $10,000 investment with dividends and capital
gains reinvested, if applicable. We also offer qualitative analyses of the
fund's future performance potential based on interviews with the fund manager.
Our clients can choose from thousands of mutual funds (including open- and closed-end
funds, load and no-load funds) from a variety of mutual fund companies.
Raymond James trades a wide range of securities on most major national and
regional exchanges, including listed stocks, over-the-counter stocks, options,
and convertible and preferred securities.
Insurance & Annuities
Our insurance support services cover both individual and corporate group needs.
We provide evaluations of life, health and disability insurance, fixed and
variable annuities, and other insurance products for financial and estate
We make available tax-advantaged investments which are designed to eliminate or
reduce the impact of taxation of investment income.
The Raymond James full-service trust company offers a complete range of
personal trust services, including custody and safekeeping services; account
management for wills and living trusts; lifestyle management and life care
assistance; irrevocable life insurance trusts; estate settlement services; and
specialized trust services on a case-by-case basis.
Raymond James maintains active markets in corporate, government and municipal
bonds. We also offer advice and consultation services for municipalities and
issuers of municipal bonds.