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 Marrocco is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Vienna, Virginia. Michael has been in the financial services industry since 1993. Prior to joining Raymond James Financial Services Advisors, Inc., Michael was with Ameriprise Financial Services, Inc. for 11 years. Michael holds the Series 63, Series 65, Series 7 and SIE licenses and is registered in several states. Michael is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Michael is a highly experienced and knowledgeable financial advisor with a proven track record of success. He is dedicated to providing his clients with the highest level of service and is committed to helping them reach 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.
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
VA
02/20/2019 - Present
Raymond James Financial Services Advisors, Inc. (VIENNA VA)
VA
04/25/2008 - 02/20/2019
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
VA
11/08/2004 - 04/28/2008
WACHOVIA SECURITIES, LLC (MCLEAN VA)
GA
05/26/2000 - 11/26/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
01/08/1998 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NY
04/28/1993 - 01/13/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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