Sammer Miqbel
Investment adviser representative at Raymond James Financial Services Advisors, Inc
14 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jun 2021 to now
- Raymond James Financial Services, IncJun 2021 to now
- Desert Financial Credit UnionApr 2021 to now
- Desert Financial Wealth ManagementApr 2021 to now
- Wells Fargo Clearing Services, LLCSep 2019 to Jun 2021
- U.S. Bancorp Investments, Inc.Oct 2017 to Sep 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Nov 2017
- Sunglass HutAug 2016 to Jan 2017
- Wells Fargo Bank, NADec 2012 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6731210
- Firm CRD
- 149018