Unclaimed
Michael Bernard Piazza is a financial advisor at Raymond James & Associates, Inc. Michael has been in the industry since April 2015. Michael is registered to provide investment advice in 27 states and the District of Columbia. Michael specializes in providing financial advice to individuals, businesses, corporations, insurance companies, pension plans, and charitable organizations. Michael is also a board member of the Boys and Girls Club of Saint Lucie County.
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
FL
03/01/2017 - Present
Raymond James & Associates, Inc. (STUART FL)
FL
04/14/2015 - 02/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STUART FL)
BOTH
Issued 06/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2015
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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