Unclaimed
Michael Pagliari is a registered representative with Raymond James & Associates, Inc. Michael has over 16 years of experience in the financial industry. Michael is registered with the state of Tennessee and holds the Series 7, Series 66, Series 79TO, and SIE licenses. Michael is also registered in several other states, including Alabama, Alaska, Arizona, and more. In addition to their work with Raymond James & Associates, Inc., Michael is also a committee member for Church Health and is actively involved in personal/private investment activities with Redshift III, LLC.
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
10/01/2012 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
04/23/2010 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
12/20/2006 - 04/15/2010
SUNTRUST INVESTMENT SERVICES, INC. (MEMPHIS TN)
BOTH
Issued 04/25/2007
Series 66 - Uniform Combined State Law 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 12/19/2006
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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