Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Ipp is a financial advisor with over 35 years of experience in the industry. Michael has been registered with Raymond James Financial Services Advisors, Inc. since 2009. Before joining Raymond James, Michael worked at Citigroup Global Markets Inc. from 2001 to 2009 and Prudential Securities Incorporated from 1989 to 2001. Michael is a registered representative in several states, including California, Colorado, Florida, Illinois, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia, and Washington. He also holds Series 7, Series 63, and Series 65 licenses. Michael is a highly experienced financial advisor who can help you with a variety of financial needs.
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
NJ
11/09/2011 - Present
Raymond James Financial Services Advisors, Inc. (LIVINGSTON NJ)
NJ
03/30/2001 - 04/14/2009
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
NY
09/15/1989 - 04/03/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/09/1985 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
08/21/1984 - 04/10/1985
BEVILL, BRESLER & SCHULMAN INCORPORATED
IA
Issued 10/2/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/4/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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