Unclaimed
Ailady Organvidez is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Ailady has been in the financial services industry for over 14 years. Ailady holds the Series 66, Series 7, and SIE licenses. Ailady previously worked at Raymond James & Associates, Inc. and Deutsche Bank Securities Inc. Ailady is registered with the following states: Alabama, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Minnesota, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Texas, Utah, Virgin Islands, Virginia, Washington and Wyoming. Ailady offers a range of financial services, including financial planning, portfolio management, and pension consulting. Ailady has a strong track record of success in helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/24/2023 - Present
Stifel, Nicolaus & Company, Inc. (MIAMI FL)
FL
09/06/2016 - 07/28/2023
RAYMOND JAMES & ASSOCIATES, INC. (Miami FL)
FL
01/29/2015 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
FL
09/08/2009 - 01/20/2015
E.S. FINANCIAL SERVICES, INC. (MIAMI FL)
BOTH
Issued 11/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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