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