Raymond James Financial

Raymond James Financial is one of the largest financial services firms in the United States with more than 1900 locations coast to coast. Their stock trades publicly on the New York Stock Exchange under the symbol, RJF. Cantella & Co., Inc. is a correspondent firm with the ability to carry accounts with Raymond James.

Highlights

Research Access: You will have access to the research and reports of the analysts of Raymond James Financial. During the fourth quarter of 2000, the Wall Street Journal ranked the estimated performance of the 15 major brokerage houses and Raymond James was ranked #1 for both the quarter and five year total return.

On Line Account Access: Both yourself and your clients will have access to their accounts on-line.

On Line Trading: Representatives have the ability to enter all orders on-line.

Investment Banking Opportunities: Access to referral fees from Raymond James Investment banking department. You have the contacts; the investment bankers have the expertise. By putting the two parties together you can receive lucrative referral fees. You may be surprised of the investment banking opportunities lying right in your current book of business.

Certificates of Deposit: Access to FDIC insured certificates of deposit from Raymond James Bank and other institutions located throughout the United States. You also will have the ability to borrow against the value of your CD's if necessary to avoid early redemption fees.

Dividend Reinvestment: Is available to you for most publicly traded companies.

Elite Investment Account: A comprehensive brokerage and cash management account that brings together traditional investment and financial planning vehicles into one account. Your customers will have access to unlimited free checkwriting, a VISA Gold debit/ATM card, loans, savings and electronic deposit/payments, all summarized on a single monthly statement that simplifies your client's financial situation giving them more time to enjoy life. Statements include cost basis and unrealized and realized gains and losses. Other features include quarterly performance reports for accounts above $100,000 in value, an annual summary statement recapping prior year's investments and other activity including check writing and Visa activity to help with tax planning. Ability to group income and expense checks and deposits into your customer's self-defined categories, sweep daily any uninvested cash into money markets, a personal portfolio notebook to help organize your finances, and free Internet and toll free access to courteous and professional customer service.

Raymond James Digest: A great place to find ways to improve your business.

• Access to commentaries from many of the top minds on Wall Street.
• Screen for appropriate mutual funds and receive access to Raymond James Mutual Fund Research including recommended lists.
• Download thousands of mutual fund prospectuses on-line.
• Screen closed-end funds for appropriate investments.