Unclaimed
Le Brielmaier is a financial advisor with Raymond James & Associates, Inc. Le has over eight years of experience in the financial industry, with previous experience at the same firm. Le holds several licenses and certifications, including Series 7, 66, 4, and 24. Le specializes in providing financial planning, portfolio management, and investment advisory services to a variety of clients including individuals, corporations, and institutions.
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
02/09/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
11/21/2014 - 08/10/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 08/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2016
Series 4 - Registered Options Principal Examination
BC
Issued 05/27/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2014
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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