Research: Equities & Mutual Funds

Our correspondent firm Raymond James & Associates, Inc. (RJ) offers nationally recognized equity research.  The Equity Research team is comprised of over 70 analysts covering over 700 companies in 40 industry sectors. The department frequently issues reports on individual companies, as well as "Recommended Lists including Focus List, Sector Spotlight, and Analyst’s Best Picks" which feature current stock recommendations and commentary on the market and the economy.

Click Here for up to date writings by Investment Strategist Jeffrey Saut and Senior Economist Scott J. Brown, Ph.D. 

Quotations & Execution

At Chartered Financial Services, Inc. offices, we maintain real-time quotation and trading facilities including direct links to RJ trading operations to ensure accurate and timely Quotations and Trade Executions. 

RJ quote and execution systems ensure fast, accurate quotations and executions on both listed and OTC securities. Where available, RJ can provide quotations for prior years to establish the tax cost basis for capital gains and estate purposes, as well as accurate and timely information on changes in the cost basis of securities resulting from stock splits, stock dividends and non-taxable dividends. RJ can also assist you in compiling data for “intangible tax” returns.