Helena Borges Fortes

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 09/2019
  Morgan Stanley
  Aventura, FL
• 09/2019 → Present
  Raymond James & Associates, Inc.
  Saint Petersburg, FL

Previous Registrations

• 2016-03-01 → 2019-09-10
  Morgan Stanley
  Aventura, FL

Exams

• S66 Uniform Combined State Law Examination
  2016-02-26
• S63 Uniform Securities Agent State Law Examination
  2015-03-20

Other Names

• Helena Borges Fortes