Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Gold is a financial advisor who has been in the industry since 2012. Currently, Michael is registered with Raymond James & Associates, Inc. based in Nashville, TN. Michael is also registered in the state of Tennessee. Before joining Raymond James & Associates, Inc., Michael worked at Houlihan Lokey Capital, Inc., Cain Brothers & Company, LLC, GCA Savvian Advisors, LLC, and Deutsche Bank Securities Inc. Michael has experience in investment banking and holds a Series 63, SIE, and Series 79 license. Michael specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.
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
TN
01/27/2020 - Present
Raymond James & Associates, Inc. (NASHVILLE TN)
TX
10/23/2017 - 01/07/2020
HOULIHAN LOKEY CAPITAL, INC. (DALLAS TX)
CA
03/29/2016 - 09/07/2017
CAIN BROTHERS & COMPANY, LLC (SAN FRANCISCO CA)
CA
10/31/2012 - 03/11/2016
GCA SAVVIAN ADVISORS, LLC (SAN FRANCISCO CA)
CA
09/19/2011 - 10/01/2012
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 09/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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