Cheryl Velez

Compliance Analyst at Raymond James at Pinebrook Wealth Strategies - Houston, TX, us

Cheryl Velez's Colleagues at Pinebrook Wealth Strategies
Eric Meyer

Senior Registered SA

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Pacome Grandiere

Vice President - Investment Banking

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Paul Manfrey

Senior Vice President, Investments Branch Manager

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Glenn Dornsife

First Vice President, Investments/Wealth Management Specialist

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Olivia Ortiz

Senior Project Consultant

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Cheryl Velez's Contact Details
HQ
N/A
Location
Florida,United States
Company
Pinebrook Wealth Strategies
Cheryl Velez's Company Details
Pinebrook Wealth Strategies logo, Pinebrook Wealth Strategies contact details

Pinebrook Wealth Strategies

Houston, TX, us • 5 - 9 Employees
Financial Services

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021).Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Financial Services
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Frequently Asked Questions about Cheryl Velez
Cheryl Velez currently works for Raymond James.
Cheryl Velez's role at Raymond James is Compliance Analyst at Raymond James.
Cheryl Velez's email address is ***@raymondjames.com. To view Cheryl Velez's full email address, please signup to ConnectPlex.
Cheryl Velez works in the Financial Services industry.
Cheryl Velez's colleagues at Pinebrook Wealth Strategies are Eric Meyer, Pacome Grandiere, Peter Steski, Paul Manfrey, Glenn Dornsife, Olivia Ortiz, Erica Lecce and others.
Cheryl Velez's phone number is N/A
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