Unclaimed
Eve Maria Gunther is a financial advisor with Raymond James & Associates, Inc. based in Bay City, MI. Eve has been in the industry since 1999 and has experience working at several firms including Morgan Stanley and UBS Financial Services Inc. Eve is licensed in Michigan and holds a Series 7, Series 31, Series 63 and Series 65 license. Eve specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses and other institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
10/21/2021 - Present
Raymond James & Associates, Inc. (Bay City MI)
MI
11/21/2014 - 11/11/2021
MORGAN STANLEY (BIRMINGHAM MI)
MI
01/30/2009 - 11/24/2014
UBS FINANCIAL SERVICES INC. (TROY MI)
MI
04/02/2007 - 02/02/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
05/18/1999 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
IA
Issued 02/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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