Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ezra? Claim Your ProfileEzra John Altaras is a financial advisor registered with Raymond James Financial Services Advisors, Inc., located in Kirkland, WA. Ezra has been in the industry since 2006 and holds the Series 66, 7, 86, 87, 9, 10, and SIE licenses. Ezra is a Certified Financial Planner and has experience working with a wide range of clients, including individuals, corporations, and institutional investors. Altaras is also the owner and Managing Director of Altaras Financial Group LLC, an independent financial services firm affiliated with Raymond James Financial Services, Inc. Ezra provides a variety of financial services, including financial planning, investment management, retirement planning, and estate planning.
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
WA
11/30/2020 - Present
Raymond James Financial Services Advisors, Inc. (Kirkland WA)
WA
03/24/2008 - 12/01/2020
WELLS FARGO CLEARING SERVICES, LLC (BELLEVUE WA)
WA
03/06/2006 - 03/19/2008
EPLANNING SECURITIES, INC. (BELLEVUE WA)
BOTH
Issued 04/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/09/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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