Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix A Peguero-reyes is a financial advisor with Raymond James Financial Services Advisors, Inc. Felix is a registered representative and investment advisor representative who has been in the industry since 2005. Felix specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Felix is a registered representative in 22 states and a registered investment advisor in Texas and Washington.
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
10/24/2023 - Present
Raymond James Financial Services Advisors, Inc. (Dupont WA)
WA
10/28/2005 - 10/29/2023
EDWARD JONES (LACEY WA)
BOTH
Issued 11/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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