Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desiree? Claim Your ProfileDesiree Giordano Fuehrer has been in the financial industry since March 3, 1997. Currently, Desiree Giordano Fuehrer is a Registered Representative of Raymond James & Associates, Inc., and has worked there since July 2023. Prior to this, Desiree Giordano Fuehrer was a Registered Representative with MORGAN STANLEY and RBC CAPITAL MARKETS, LLC. Desiree Giordano Fuehrer has worked with a variety of client types including individuals, corporations, high net worth individuals, insurance companies, charitable organizations, pension plans, and banking and thrift institutions.
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
GA
07/24/2023 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
07/08/2016 - 07/18/2023
MORGAN STANLEY (Atlanta GA)
GA
12/01/2014 - 07/14/2016
RBC CAPITAL MARKETS, LLC (ATLANTA GA)
GA
06/01/2009 - 11/19/2014
MORGAN STANLEY (ATLANTA GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
02/20/1997 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 10/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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