Unclaimed
Michael Conrad Drendel is a financial advisor based in St. Petersburg, Florida. Michael has been in the industry for over 20 years and currently works with Raymond James & Associates, Inc. Michael has previously worked with SVB Securities LLC, Lazard Middle Market LLC, Wachovia Capital Markets, LLC, and Lincoln Partners L.L.C. Michael holds several licenses including Series 7, 24, 63 and SIE. Michael specializes in a variety of services including investment banking, portfolio management for businesses and individuals, and financial planning.
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
08/19/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NC
03/12/2015 - 09/02/2022
SVB SECURITIES LLC (Charlotte NC)
NC
04/21/2009 - 03/11/2015
LAZARD MIDDLE MARKET LLC (CHARLOTTE NC)
NC
11/27/2003 - 03/27/2009
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
IL
11/29/2000 - 01/17/2002
LINCOLN PARTNERS L.L.C (CHICAGO IL)
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2000
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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