Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iris? Claim Your ProfileIris Cohen Porush is a registered representative with Raymond James Financial Services Advisors, Inc. based in Williamsburg, Virginia. Iris has been in the securities industry since February 2004. Iris has passed the Series 6, 7, 63 and 66 exams. Prior to working with Raymond James, Iris worked with firms such as Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Capital Brokerage Corporation. Iris also volunteers with the Williamsburg Community Foundation.
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
VA
06/30/2009 - Present
Raymond James Financial Services Advisors, Inc. (WILLIAMSBURG VA)
VA
02/21/2006 - 06/16/2009
CITIGROUP GLOBAL MARKETS INC. (WILLIAMSBURG VA)
MD
05/23/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
VA
05/06/2002 - 08/01/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 07/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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