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Fleishel Financial offers the following resources for your convenience.

Access For Raymond James Online Account

You can gain access here

Your Raymond James Account Statement

For a complete explanation and guide through your newly redesigned account statement, please view our flash presentation here

Recent Fleishel Financial Newsletters

Spring 2010

Archived Newsletters are for informational purposes only. The facts and opinions given are no longer current and should not be veiwed to make financial decisions of any kind.

Frequently Used Documents

Part II of Form ADV

Personal Living Expense Form

Financial Data Organizer

Documents Needed

Investment & Risk Questionnaire

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* Banking and Lending services are provided by Raymond James Bank.
Fleishel Financial Associates is an Independent Registered Investment Advisor.
This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.


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