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Erin Shalia maria Mouratoff

Raymond James & Associates, Inc.

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About Erin Shalia maria Mouratoff

Erin Mouratoff is a financial advisor at Raymond James & Associates, Inc. Erin has been working in the financial services industry since 2021 and holds licenses to provide investment advice in 21 states, including California. Erin is a graduate of the University of San Francisco and has a broad range of experience in financial planning, portfolio management, and retirement planning. Erin offers a wide range of services to individuals, businesses, and institutions, and is committed to providing her clients with personalized financial advice.

Firm Information

Erin Mouratoff is currently registered with Raymond James & Associates, Inc.. Raymond James & Associates, Inc. is a corporation headquartered in St. Petersburg, Florida, that was formed in February 1969. With a team of over 7,700 licensed agents, investment adviser representatives, and registered representatives, the firm manages over $433 billion in assets for a diverse clientele including high-net-worth individuals, corporations, insurance companies, pension plans, and charitable organizations. Raymond James offers a wide range of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. The firm is registered with the Securities and Exchange Commission and is licensed to operate in all 50 states and the District of Columbia.
Raymond James & Associates, Inc.

880 CARILLON PARKWAY

ST. PETERSBURG, FL 33716

$433.81B

Assets Under Management

2,313

Total Clients

6,961

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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please see note in schedule d - miscellaneous

Please see note in schedule d - miscellaneous

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erin Mouratoff’s Registration & Firm History

CA

09/19/2024 - Present

Raymond James & Associates, Inc. (San Francisco CA)

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Licenses & Designations

IA

Issued 08/02/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/11/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Erin Shalia maria Mouratoff.
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