Unclaimed
Hugh McMichael is a financial advisor with Raymond James Financial Services Advisors, Inc. Hugh has been working in the financial services industry since August 13, 2012. Hugh has passed the Series 66, Series 7 and SIE exams. Hugh is registered to offer investment advice in Florida, Georgia, Kentucky, Maryland and Ohio. Hugh has worked for a number of firms including Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James. Hugh is also a Treasurer for The Barberton Community Foundation, a non-profit organization. Hugh McMichael is dedicated to helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
06/01/2020 - Present
Raymond James Financial Services Advisors, Inc. (BARBERTON OH)
OH
11/02/2017 - 06/03/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEPPER PIKE OH)
OH
08/14/2012 - 11/13/2017
MORGAN STANLEY (PEPPER PIKE OH)
BOTH
Issued 11/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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