Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Flavio? Claim Your ProfileFlavio Carrillo is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Naples, Florida. Flavio Carrillo has been in the financial services industry since 2004 and has passed the Series 7, Series 66, and SIE exams. Flavio Carrillo has prior experience with RAYMOND JAMES & ASSOCIATES, INC. and LEGG MASON WOOD WALKER, INCORPORATED. In addition to financial services, Flavio Carrillo is also a professor at Florida International University. Flavio Carrillo specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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
FL
07/29/2022 - Present
Raymond James Financial Services Advisors, Inc. (NAPLES FL)
FL
01/24/2019 - 07/21/2022
RAYMOND JAMES & ASSOCIATES, INC. (Naples FL)
MD
07/14/2004 - 01/30/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 08/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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