Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Bernardo Himelstein is a registered representative of Raymond James & Associates, Inc. with over 13 years of experience in the financial services industry. Javier holds FINRA Series 7 and 66 licenses and the SIE exam. Prior to joining Raymond James & Associates, Inc. in 2022, Javier was associated with MORGAN STANLEY for 5 years, and previously with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED for 6 years. Javier works with clients of all types including individuals, high-net-worth individuals, businesses, corporations, and non-profit organizations.
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
10/21/2022 - Present
Raymond James & Associates, Inc. (Hallandale Beach FL)
FL
09/01/2017 - 10/26/2022
MORGAN STANLEY (Aventura FL)
FL
11/09/2011 - 09/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
FL
05/14/2009 - 11/11/2011
SAFRA SECURITIES LLC (AVENTURA FL)
BOTH
Issued 02/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2009
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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