Unclaimed
Micah Christopher Kinnett is a financial advisor at Raymond James Financial Services Advisors, Inc. Micah has been in the financial services industry since 2002. Micah holds a Series 7 and Series 66 license, as well as the SIE exam. Micah is also a Certified Financial Planner. Micah has previous experience working at UBS Financial Services Inc., Natcity Investments, Inc., and Morgan Stanley DW Inc.
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
KY
09/07/2023 - Present
Raymond James Financial Services Advisors, Inc. (Lexington KY)
KY
12/07/2012 - 06/12/2020
UBS FINANCIAL SERVICES INC. (LEXINGTON KY)
KY
07/13/2006 - 07/17/2006
NATCITY INVESTMENTS, INC. (WINCHESTER KY)
OH
05/14/2004 - 07/05/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
08/06/2002 - 11/04/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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