Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael A Black is a financial advisor with Raymond James & Associates, Inc., a firm with over $433 Billion in regulatory assets under management. Michael has been in the financial services industry since 2014 and holds Series 7, Series 63, and SIE licenses. Prior to joining Raymond James, Michael was employed with Charles Schwab & Co., Inc., Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael provides financial planning, pension consulting, and portfolio management for individuals and businesses.
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
FL
04/10/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
AZ
10/17/2019 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Chandler AZ)
NC
03/16/2015 - 10/07/2019
MORGAN STANLEY (CHARLOTTE NC)
SC
05/17/2014 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYRTLE BEACH SC)
BC
Issued 06/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2014
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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