Unclaimed
Jose rafael El khouri faieta is a financial advisor at Raymond James & Associates, Inc.. Jose rafael is a registered representative of the firm since November 2023 and offers financial advice. He has been a part of the financial services industry since January 2023. Prior to joining Raymond James & Associates, Inc., Jose rafael held positions at various companies including Nova Southeastern University and Anywhere Works. Jose rafael holds Series 7TO and SIE licenses, as well as a Series 66 license, and is registered to provide financial advice in the state of Florida.
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
11/29/2023 - Present
Raymond James & Associates, Inc. (Fort Lauderdale FL)
BOTH
Issued 11/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/28/2022
SIE - Securities Industry Essentials 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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