Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Billera-smith is an investment professional with over 10 years of experience in the financial services industry. Michael currently works with Raymond James Financial Services Advisors, Inc. where Michael is registered as a Registered Representative and Investment Advisor Representative. Prior to this role, Michael was a Registered Representative with Santander Securities LLC. Michael has a diverse background and also holds board member positions with several non-profit organizations. Michael's experience and knowledge make Michael a valuable resource for individuals and families seeking financial guidance.
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
PA
07/21/2020 - Present
Raymond James Financial Services Advisors, Inc. (WYOMISSING PA)
PA
07/01/2015 - 06/01/2017
SANTANDER SECURITIES LLC (WYOMISSING PA)
PA
09/03/2013 - 06/02/2015
WELLS FARGO ADVISORS, LLC (POTTSTOWN PA)
IA
Issued 08/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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