Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Mayerschoff is a registered representative and investment advisor representative with Raymond James & Associates, Inc. based in ST. PETERSBURG, FL. Stefan has been in the securities industry since 2010. Stefan holds the Series 7 and Series 66 securities licenses, as well as the SIE exam. Stefan has previously worked for Morgan Stanley, Truist Investment Services, Inc., Wells Fargo Advisors, LLC and USAA Financial Advisors, Inc.
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
08/06/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TX
09/23/2022 - 09/18/2023
MORGAN STANLEY (Wichita Falls TX)
FL
10/28/2015 - 08/26/2022
TRUIST INVESTMENT SERVICES, INC. (BROOKSVILLE FL)
FL
12/12/2012 - 10/27/2015
WELLS FARGO ADVISORS, LLC (SPRING HILL FL)
FL
08/05/2010 - 11/06/2012
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
BOTH
Issued 08/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2010
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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