Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Carbajal is a financial advisor who has been in the industry since September 9, 2007. Currently, Michael is registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide financial advice in 47 states, as well as the District of Columbia. Michael has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Michael has held previous roles with Invest Financial Corporation, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., E*TRADE Securities LLC, and InterSecurities, Inc. Michael has a broad range of experience in the financial services industry, and is committed to providing his clients with the highest quality of service.
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
GA
10/11/2016 - Present
Raymond James Financial Services Advisors, Inc. (WATKINSVILLE GA)
FL
05/30/2012 - 11/24/2015
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
06/01/2009 - 05/16/2012
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
02/13/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
10/24/2006 - 11/29/2007
E*TRADE SECURITIES LLC (TAMPA FL)
FL
12/16/2005 - 02/27/2006
INTERSECURITIES, INC. (TAMPA FL)
BOTH
Issued 06/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/12/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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