Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Ferreira is a financial advisor with over 20 years of experience in the financial industry. Javier is currently registered with Raymond James & Associates, Inc. and has been with the firm since April 2021. Prior to joining Raymond James, Javier was with Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., UBS International Inc., Wachovia Securities, LLC, and ABN AMRO Financial Services, Inc. Javier has a wide range of experience in providing financial advice to individuals, families, and businesses. Javier holds the Series 7, Series 63, and Series 65 licenses. Javier specializes in investment management, financial planning, and retirement planning.
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
04/26/2021 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
03/15/2016 - 04/30/2021
WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)
NJ
01/01/2010 - 03/24/2016
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/12/2005 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
MO
04/26/2004 - 05/05/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IL
07/30/2001 - 04/12/2004
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
IA
Issued 10/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2001
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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