Unclaimed
Franklin Iryami is a financial advisor with Raymond James Financial Services Advisors, Inc. Franklin is a registered investment advisor and a registered representative with the state of New York. Franklin has been a financial advisor since 1995 and has worked at CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Franklin offers a variety of services to his clients, including financial planning, portfolio management, and investment advisory services. Franklin also provides educational seminars and hourly & fixed rate consultations.
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
NY
07/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Syosset NY)
NY
01/26/2001 - 05/21/2009
CITIGROUP GLOBAL MARKETS INC. (HAUPPAUGE NY)
NY
07/06/1995 - 02/15/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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