Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfred? Claim Your ProfileWilfred Smyly is a registered representative with Raymond James Financial Services Advisors, Inc. and has been in the industry since 2000. Wilfred is registered in several states including Massachusetts, Connecticut, Florida, Maine, New Hampshire, North Carolina and South Carolina. Wilfred has previously been employed with INFINEX INVESTMENTS, INC., NEW ENGLAND SECURITIES, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Wilfred has a Series 7 and Series 66 license and SIE certification. Wilfred is a registered representative of Raymond James Financial Services Advisors, Inc., which is a firm with more than 5,000 employees and over $344 billion in assets under management. Raymond James Financial Services Advisors, Inc. offers a wide range of financial planning and investment services, including portfolio management, educational seminars, and pension consulting.
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
MA
10/02/2018 - Present
Raymond James Financial Services Advisors, Inc. (STONEHAM MA)
MA
08/17/2005 - 09/28/2018
INFINEX INVESTMENTS, INC. (STONEHAM MA)
NY
08/13/2001 - 08/11/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
07/25/2000 - 08/08/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/25/2000 - 08/08/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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