Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Wescott Graham is an active investment advisor representative with Raymond James Financial Services Advisors, Inc. Stefan has been in the financial services industry since December 16, 2012. Stefan holds Series 7, 9, 10, and 66 securities licenses and is registered in multiple states including Texas. Stefan is a registered investment advisor representative and has been with Raymond James Financial Services Advisors, Inc. since January 2013. Stefan is a member of the Financial Industry Regulatory Authority (FINRA). Stefan is based in Katy, Texas and provides advisory services to individuals, businesses, 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.
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
TX
01/30/2013 - Present
Raymond James Financial Services Advisors, Inc. (KATY TX)
BOTH
Issued 01/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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