Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iris? Claim Your ProfileIris Ivette Destephen-fujita is a financial advisor with Raymond James Financial Services Advisors, Inc. She has been in the financial services industry since October 25, 1999. Iris Destephen-fujita is registered with the state of Florida as an investment advisor representative and a broker-dealer. She holds a Series 6, 7, 63, and 65 license. Iris Ivette Destephen-fujita is also registered with the state of Texas as an investment advisor representative. She is licensed in various other states, including California, Connecticut, Georgia, Massachusetts, Nevada, New Jersey, New York, Ohio, Oregon, Texas, Vermont, Washington, and Wyoming. Iris Ivette Destephen-fujita also works with clients through Wells Fargo Clearing Services, Llc.
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
10/18/2021 - Present
Raymond James Financial Services Advisors, Inc. (Miami FL)
FL
10/01/2000 - 11/03/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NC
10/26/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 01/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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