Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Astrid? Claim Your ProfileAstrid Kouw is a financial advisor at Raymond James & Associates, Inc. Astrid has over 20 years of experience in the financial services industry. Astrid has held previous positions at American Portfolios Financial Services, Inc., Wells Fargo Investments, LLC, VALIC Financial Advisors, Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated. Astrid is a Series 7, Series 63, Series 9, Series 10, Series 31, and Series 65 licensed professional. Astrid specializes in providing financial planning, investment management, and other advisory services to individuals and businesses.
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
10/18/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/26/2011 - 08/27/2012
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (SARASOTA FL)
WA
04/28/2008 - 05/04/2010
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
TX
09/01/2005 - 08/24/2007
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MO
07/01/2003 - 08/30/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/28/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/1999
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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