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., based in Huntsville, Alabama. Stephen has over 15 years of experience in the financial services industry. Stephen is a Certified Financial Planner™ professional and holds a Series 66, Series 7, and Series 24 licenses. Stephen has registrations in Alabama, Alaska, California, Colorado, District of Columbia, Florida, Georgia, Indiana, Kentucky, Michigan, Montana, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Stephen's firm is Raymond James Financial Services Advisors, Inc., and it is headquartered in Saint Petersburg, Florida.
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
AL
03/20/2023 - Present
Raymond James Financial Services Advisors, Inc. (HUNTSVILLE AL)
BOTH
Issued 03/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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