Unclaimed
Michael Sabo is a financial advisor with over 40 years of experience in the industry. Michael is a Certified Financial Planner™ professional who has been associated with Raymond James Financial Services Advisors, Inc. since June 2005. Michael is registered as a Broker Dealer and Investment Advisor Representative in Pennsylvania and Florida. Previously, Michael was employed with Harvest Financial Corporation and Keogler, Morgan & Company, Inc. Michael provides financial advice to individual and institutional clients.
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
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (GREENSBURG PA)
SC
02/13/1997 - 07/06/2005
HARVEST FINANCIAL CORPORATION (FORT MILL SC)
GA
01/09/1995 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
PA
03/15/1983 - 01/18/1995
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
NA
12/10/1987 - 10/01/1994
HEFREN-TILLOTSON, INC.
NA
06/04/1986 - 12/12/1987
JANNEY MONTGOMERY SCOTT INC.
NA
01/25/1982 - 04/12/1983
FINANCIAL ESTATE PLANNING
IA
Issued 12/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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