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 Yakos is an investment advisor representative at Raymond James & Associates, Inc. based in Muncie, IN. Michael has been in the financial industry since November 4, 2007. Michael has passed the Series 66, Series 7, Series 3, Series 9, Series 10 and SIE exams. In addition to Raymond James & Associates, Inc. Michael has also worked for A. G. EDWARDS & SONS, INC. and WELLS FARGO CLEARING SERVICES, LLC.
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.
1
2
IN
01/31/2019 - Present
Raymond James & Associates, Inc. (MUNCIE IN)
IN
01/01/2008 - 02/01/2019
WELLS FARGO CLEARING SERVICES, LLC (ANDERSON IN)
IN
11/05/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MUNCIE IN)
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/02/2007
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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