Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aitor? Claim Your ProfileAitor Narvaez is a financial advisor with Raymond James & Associates, Inc. Aitor has been in the financial industry since 2010 and has a strong track record of success. Aitor is committed to helping clients achieve their financial goals. Aitor has a wide range of experience in the financial industry, having previously worked at PERSHING LLC. Aitor is a Series 7, 24, 63, 99 and SIE licensed advisor. Aitor holds a number of industry designations. Aitor provides a wide range of financial services to individuals and businesses. Aitor specializes in providing personalized financial advice to help clients achieve their financial goals. Aitor is committed to providing exceptional service to clients. Aitor is dedicated to helping clients build a strong financial foundation.
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.
Please see note in schedule d - miscellaneous
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
08/26/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/01/2010 - 08/22/2022
PERSHING LLC (LAKE MARY FL)
BC
Issued 10/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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