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 who has been in the industry since 1984. Michael is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2009. Michael also has previous experience with Citigroup Global Markets Inc., Prudential Securities Incorporated, Thomson McKinnon Securities Inc., and Bevill, Bresler & Schulman Incorporated. Michael is licensed to provide financial advice in various states, including Arizona, California, Colorado, Florida, Illinois, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia, and Washington. Michael provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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 10/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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