Unclaimed
Michael Gardill is a financial advisor in Wheeling, WV, affiliated with Raymond James Financial Services Advisors, Inc.. Michael has been a financial advisor since 2023, with prior experience in various fields, including healthcare and banking. Michael has been registered with West Virginia as a broker-dealer and an investment advisor since March 2024. Michael is a Series 7, 66, and SIE exam holder. Michael offers financial planning and portfolio management for individuals and businesses.
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
WV
03/25/2024 - Present
Raymond James Financial Services Advisors, Inc. (Wheeling WV)
WV
06/26/2023 - 03/04/2024
HAZLETT, BURT & WATSON, INC. (WHEELING WV)
BOTH
Issued 07/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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