Unclaimed
Ignacio Maria Crespi flores is a financial advisor with Raymond James & Associates, Inc., in Coral Gables, Florida. Ignacio Maria Crespi flores is a Registered Representative and Investment Advisor Representative. Ignacio Maria Crespi flores has been in the industry since 2010. Ignacio Maria Crespi flores holds the following licenses and registrations: Series 66, Series 7, and SIE. Ignacio Maria Crespi flores has been registered with Wells Fargo Clearing Services, LLC since 2010. Ignacio Maria Crespi flores specializes in providing financial advice to individuals, corporations, and other businesses. Ignacio Maria Crespi flores is committed to providing personalized financial advice and helping their clients achieve 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
09/03/2019 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
03/08/2010 - 09/05/2019
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 03/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2010
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
Not sure Ignacio Crespi flores is the right advisor for you? Invested Better is here to help.