Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Larose is a financial advisor with over 29 years of experience in the industry. Michael is currently registered with Raymond James Financial Services Advisors, Inc. in Denver, Colorado. Michael has previously been registered with several other firms including Essex National Securities, Inc., BancWest Investment Services, Inc., BOSC, Inc., CUSO Financial Services, L.P., SWS Financial Services, Local Securities Corporation, Invest Financial Corporation, and Edward D. Jones & Co., L.P. Michael holds a Series 7, Series 24, Series 63, and Series 66 license. Michael is also a Certified Financial Planner.
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
CO
01/19/2016 - Present
Raymond James Financial Services Advisors, Inc. (Denver CO)
CO
01/07/2011 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (FT. COLLINS CO)
OK
11/16/2010 - 01/07/2011
BANCWEST INVESTMENT SERVICES, INC. (EDMOND OK)
OK
01/23/2008 - 05/14/2010
BOSC, INC. (OKLAHOMA CITY OK)
CO
05/01/2001 - 01/24/2008
CUSO FINANCIAL SERVICES, L.P. (COLORADO SPRINGS CO)
TX
09/01/2000 - 05/03/2001
SWS FINANCIAL SERVICES (DALLAS TX)
OK
01/14/1998 - 08/15/2000
LOCAL SECURITIES CORPORATION (OKLAHOMA CITY OK)
WI
12/07/1995 - 01/16/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
03/14/1994 - 11/06/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 12/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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