Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taimi? Claim Your ProfileTaimi Bek is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc. since October 2022. Bek has been working in the industry since April 2021 and holds Series 7TO, SIE, and Series 66 licenses. Bek is currently registered with the state of Florida as both a broker-dealer and an investment advisor. Taimi Bek's experience includes working with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Raymond James Financial Services Advisors, Inc. is a well-established financial firm with a strong track record of providing investment advice and financial planning services to individuals 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
FL
11/06/2022 - Present
Raymond James Financial Services Advisors, Inc. (Orlando FL)
BOTH
Issued 10/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Taimi Bek is the right advisor for you? Invested Better is here to help.
