Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cleopatra? Claim Your ProfileCleopatra Dewey is a financial advisor at Raymond James & Associates, Inc. Cleopatra has been working in the financial services industry since 1989 and has a strong track record of success. Cleopatra holds the Series 7, 8, 63 and SIE licenses and is registered to provide investment advice in Texas. Cleopatra is a dedicated professional committed to providing clients with personalized financial advice and guidance. Cleopatra specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Cleopatra also has experience working with insurance companies, pension and profit-sharing plans, and charitable organizations.
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
TX
11/20/2007 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
FL
04/03/1997 - 04/05/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
11/08/1993 - 05/02/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/22/1989 - 10/26/1993
OPPENHEIMER & CO., INC. (NEW YORK NY)
BC
Issued 03/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2007
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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