Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regina? Claim Your ProfileRegina Iafelice is an Investment Advisor Representative and a Registered Representative with Raymond James Financial Services Advisors, Inc. Regina has been in the financial services industry since August 2020. Regina has a Series 66 license from the Uniform Combined State Law Examination, a Series 7TO license from the General Securities Representative Examination, and a SIE license from the Securities Industry Essentials Examination. Regina also holds a Certified Financial Planner designation. Prior to joining Raymond James Financial Services Advisors, Inc., Regina worked at Thrivent Investment Management Inc. and Stratos Wealth Partners.
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
OH
08/01/2022 - Present
Raymond James Financial Services Advisors, Inc. (Willoughby Hills OH)
OH
08/06/2020 - 08/02/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Willoughby Hills OH)
BOTH
Issued 09/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Regina Iafelice is the right advisor for you? Invested Better is here to help.
