Unclaimed
Michael Edward Cary has been in the financial services industry for over 28 years. Michael is a registered representative and investment advisor representative with Raymond James Financial Services Advisors, Inc. Michael provides financial planning and portfolio management services to individuals, businesses, and trusts. Michael has a broad range of experience in the financial services industry, including experience with banking, insurance, and investments. Michael is a Certified Financial Planner and is committed to providing his clients with personalized financial advice and service.
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
TN
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (HUNTINGDON TN)
FL
10/15/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
11/14/1995 - 08/22/1997
UNION PLANTERS BROKERAGE SERVICES INC.
TX
11/18/1993 - 10/05/1995
U.S. CLEARING CORP. (DALLAS TX)
IA
Issued 06/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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