Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Asfoury is a financial advisor with Raymond James & Associates, Inc., located in Cary, NC. Fred has been a registered financial advisor since January 1998, and has a vast experience in the financial services industry. Fred is dedicated to providing personalized financial advice and solutions to individuals, families and businesses. Fred holds the Series 7, Series 31, Series 65 and Series 66 licenses, and is also a Certified Financial Planner.
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
NC
08/16/2019 - Present
Raymond James & Associates, Inc. (Cary NC)
NC
05/06/2009 - 08/20/2019
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
NC
04/29/2005 - 05/27/2009
CITIGROUP GLOBAL MARKETS INC. (RALEIGH NC)
NY
01/07/1998 - 05/02/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/1998
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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