Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Phillip Poitevint is a financial advisor with Raymond James Financial Services Advisors, Inc. Stephen has over 30 years of experience in the financial services industry and holds the Series 6, 7, 24, 51, and 63 licenses. Stephen also holds the SIE license. Stephen is registered with the state of Georgia and is a licensed insurance agent. Stephen has been with Raymond James Financial Services Advisors, Inc. since 2009. Stephen provides financial planning, portfolio management, and retirement planning services to individuals, businesses, and institutions. Stephen also offers educational seminars on a variety of financial topics.
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
GA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (BAINBRIDGE GA)
AZ
11/19/1989 - 05/11/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
12/16/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/10/1987 - 01/02/1989
FSC SECURITIES CORPORATION
NA
01/07/1985 - 05/01/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
02/14/1986 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 01/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/17/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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