Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karig? Claim Your ProfileKarig Gene Stoup is a financial advisor registered with Raymond James Financial Services Advisors, Inc., a firm headquartered in Saint Petersburg, Florida. Karig Gene Stoup has been in the financial industry for over 9 years, joining Raymond James Financial Services Advisors, Inc. in 2016. Karig Gene Stoup is also registered as an Investment Advisor Representative (IAR) with the firm. Karig Gene Stoup has passed Series 63, 65, 7, 9 and 10 exams. Karig Gene Stoup holds the Certified Financial Planner designation. Karig Gene Stoup is registered to provide investment advice in 44 states. In addition to working for Raymond James Financial Services Advisors, Inc., Karig Gene Stoup is involved in other businesses, including NSM Enterprises, LLC and Trinity Strategic Wealth.
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
OK
03/03/2016 - Present
Raymond James Financial Services Advisors, Inc. (TULSA OK)
IA
Issued 02/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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