Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jeans is a financial advisor with United Capital Financial Advisors in Boca Raton, FL. Michael has been in the financial services industry since 2012 and has a Series 7, Series 63, and Series 66 license. Michael is also a Certified Financial Planner. Michael has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Michael is passionate about helping people achieve their financial goals.
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.
Sub-adviser for other investment advisers
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/09/2019 - Present
United Capital Financial Advisors (BOCA RATON FL)
FL
09/29/2017 - 05/29/2019
TD AMERITRADE, INC. (WEST PALM BEACH FL)
FL
05/07/2012 - 09/15/2017
FIDELITY BROKERAGE SERVICES LLC (PALM BEACH GARDENS FL)
BOTH
Issued 10/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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