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 Peyser is a financial advisor at Raymond James & Associates, Inc. with over 40 years of experience in the industry. Michael is a Registered Representative of FINRA and is licensed in numerous states. Michael's career has included roles at various firms including Morgan Keegan & Company, Inc., Lazard Frères & Co. LLC, Banca IMI Securities Corp., Oppenheimer & Co., Inc., Burns Fry & Timmins Inc., and Donaldson, Lufkin & Jenrette Securities Corporation.
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
NY
09/26/2012 - Present
Raymond James & Associates, Inc. (New York NY)
NY
04/11/2005 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (NEW YORK NY)
NY
09/19/1994 - 04/04/2005
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
01/21/1992 - 09/27/1994
BANCA IMI SECURITIES CORP. (NEW YORK NY)
NY
12/10/1984 - 01/31/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
08/13/1984 - 12/10/1984
BURNS FRY & TIMMINS INC.
NA
01/19/1983 - 04/18/1984
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
BC
Issued 09/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
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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