Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudio? Claim Your ProfileClaudio Salazar is a financial advisor with Raymond James & Associates, Inc., where Claudio has been employed since June 2022. Claudio has over 37 years of experience in the financial services industry. Claudio holds the Series 3, 5, 63, and 7 licenses. Before joining Raymond James & Associates, Inc., Claudio was employed by UBS Financial Services Inc. for over 12 years. Claudio specializes in a variety of areas, including financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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
06/22/2022 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
01/01/2010 - 07/05/2022
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
06/03/2002 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
NJ
09/30/1996 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/10/1991 - 09/17/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
08/27/1985 - 04/10/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/29/1985 - 09/27/1985
FIRST EASTERN SECURITIES CORPORATION
BC
Issued 10/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1988
Series 3 - National Commodity Futures Examination
BC
Issued 01/09/1986
Series 5 - Interest Rate Options Examination
BC
Issued 03/16/1985
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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