Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Morrison is a financial advisor with Raymond James & Associates, Inc. Michael has been in the financial industry since 1983 and has experience working with a variety of clients including individuals, corporations, and pension plans. Michael is a Certified Financial Planner and has a wide range of financial planning expertise. Michael holds both a Series 63 and Series 65 license. In addition to working with clients at Raymond James, Michael also provides bookkeeping services to a local company part-time.
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
AK
03/27/2024 - Present
Raymond James & Associates, Inc. (Anchorage AK)
AK
01/15/2010 - 03/27/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANCHORAGE AK)
AK
06/01/2009 - 01/27/2010
MORGAN STANLEY SMITH BARNEY (ANCHORAGE AK)
AK
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ANCHORAGE AK)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/24/1983 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1983
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1983
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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