Unclaimed
Qlirim Dauti is a financial advisor with Raymond James & Associates, Inc., a firm with over 10,000 employees and $434 billion in assets under management. Qlirim has been in the industry for 11 years, holding both Series 7 and Series 66 licenses, as well as a Certified Financial Planner designation. Qlirim's firm offers a broad range of investment services to individuals and businesses, including financial planning, portfolio management, pension consulting, and educational seminars. Qlirim specializes in investment strategies, including fixed income, stocks, mutual funds, and alternative investments.
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
TX
06/14/2019 - Present
Raymond James & Associates, Inc. (Southlake TX)
TX
12/14/2011 - 06/19/2019
EDWARD JONES (HIGHLAND VILLAGE TX)
BOTH
Issued 12/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
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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