Inside Scoop | What happened to the annuity holding in my Raymond James account?

What happened to the annuity holding in my Raymond James account?

When we converted AEGIS Financial to a Registered Investment Advisor, we were no longer allowed to hold non-fee-based annuities in your Raymond James account.  We were required to move these Annuities to a separate broker dealer Private Client Services.  As a result, these holdings (monies) will not be reflected on your Raymond James statement and in your Client Access login.  You will now be getting a statement directly from the annuity insurance company.   If you desire, you can setup online account access to these annuities directly with the insurance company.  To do so you will need to go to their website, register as a new user and follow the prompts.  If you have any questions, please do not hesitate to reach out to your AEGIS Client Service Associate.