Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Minez? Claim Your ProfileMinez Powell is a financial advisor with Raymond James & Associates, Inc., with over 16 years of experience in the industry. Minez has a Series 7, Series 66, and SIE license. Minez specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Previously, Minez was registered with Wells Fargo Clearing Services, LLC, and Morgan Stanley Smith Barney.
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
CA
10/10/2023 - Present
Raymond James & Associates, Inc. (NEWPORT BEACH CA)
CA
07/11/2011 - 10/05/2023
WELLS FARGO CLEARING SERVICES, LLC (MISSION VIEJO CA)
AZ
12/17/2010 - 07/13/2011
ARQUE CAPITAL, LTD. (SCOTTSDALE AZ)
CA
06/01/2009 - 01/12/2011
MORGAN STANLEY SMITH BARNEY (IRVINE CA)
CA
12/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)
CA
07/25/2007 - 12/18/2008
WACHOVIA SECURITIES, LLC (MISSION VIEJO CA)
BOTH
Issued 06/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2007
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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