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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Angelo Jones is a financial advisor with Raymond James & Associates, Inc. in LOVES PARK, IL. Michael has been in the industry since 1994 and has been registered with Raymond James since 2005. Michael is a Series 7, 63, 10, 9, 31, 65 licensed professional who provides financial advice and portfolio management for individuals and businesses. Michael is also an investment advisor representative in Texas.
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.
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2
IL
08/11/2006 - Present
Raymond James & Associates, Inc. (LOVES PARK IL)
MO
07/27/1994 - 06/27/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/26/1994
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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