Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felicia? Claim Your ProfileFelicia Salfran is a financial advisor currently working at Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Felicia has been in the financial services industry since January 2018. Felicia holds Series 7, 24 and 66 securities licenses and is registered with the state of Florida. Previously, Felicia was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Felicia has a strong background in providing financial services to high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations. Felicia is committed to helping clients reach their financial goals.
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
03/11/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/23/2018 - 03/04/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)
BOTH
Issued 04/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2018
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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