Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shaver is a financial advisor with over 17 years of experience in the financial services industry. Michael is currently registered with Principal Securities, Inc. and is licensed to provide investment advice and securities brokerage services in Florida and Texas. Michael has a strong background in financial planning and investment management and is dedicated to helping clients achieve their financial goals. Michael has been recognized for his expertise in various areas including financial planning, insurance, and retirement 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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
01/09/2023 - Present
Principal Securities, Inc. (Tampa FL)
FL
01/30/2015 - 12/01/2016
OPPENHEIMER & CO. INC. (TAMPA FL)
FL
07/15/2011 - 02/03/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
NY
03/12/1998 - 07/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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