Irma Stathis (CRD# 6337462) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Sunrise, FL and has over 9 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Feb 2017 - Current | 7 |
| Popular Bank | Deerfield Beach, FL | Dec 2015 - Current | 8 |
| Unemployed | Deerfield Beach, FL | Sep 2015 - Nov 2015 | < 1 |
| Wells Fargo Advisors, LLC | Deerfield Beach, FL | May 2014 - Aug 2015 | 1 |
| Wells Fargo Bank Na | Deerffield Beach, FL | Jul 2013 - Aug 2015 | 2 |
| Broward College | Coconut Creeck, FL | Jan 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
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