Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Haas is a financial advisor with Raymond James & Associates, Inc., working in their Orlando branch office. Michael has been in the financial services industry since 2001. Michael holds licenses in Florida and Texas and has registered in over 25 states. Michael is a Series 7, 9, 10, 63, and 65 licensed professional. Michael has a history with BANC OF AMERICA INVESTMENT SERVICES, INC. and is actively involved in the local community through his role as a Deacon at Willow Creek Church, PCA in Winter Springs, FL.
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
12/09/2015 - Present
Raymond James & Associates, Inc. (ORLANDO FL)
FL
02/23/2001 - 03/17/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLANDO FL)
IA
Issued 01/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/15/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2001
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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