Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chabely? Claim Your ProfileChabely Montes deoca rios is a financial advisor who has been working in the financial services industry since January 2016. Chabely is currently registered with Raymond James Financial Services Advisors, Inc. Chabely has also previously worked at WELLS FARGO CLEARING SERVICES, LLC. Chabely holds the Series 66, Series 7, and SIE securities licenses and is licensed to sell securities in 17 states. Chabely works with clients to develop financial plans that meet their individual needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/22/2021 - Present
Raymond James Financial Services Advisors, Inc. (Miami FL)
FL
01/20/2016 - 03/25/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 12/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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