Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Kepesky is a financial advisor with Raymond James & Associates, Inc., a firm with a focus on serving high-net-worth individuals, corporations, and institutions. Michael has been in the financial services industry since 1988 and is licensed to provide advisory services in multiple states. Michael’s expertise spans a range of financial areas including financial planning, pension consulting, educational seminars, and portfolio management. Previous affiliations include AXA Distributors, LLC, MetLife Investors Distribution Company, Stanford Group Company, Cambridge Investment Research, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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
FL
08/10/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
CT
01/29/2015 - 01/12/2017
AXA DISTRIBUTORS, LLC (FARMINGTON CT)
NY
06/17/2009 - 12/10/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
AR
03/30/2007 - 03/11/2009
STANFORD GROUP COMPANY (LITTLE ROCK AR)
NY
12/11/2004 - 04/05/2007
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
07/09/2002 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
IA
12/17/2001 - 07/11/2002
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MA
08/24/1988 - 12/21/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/24/1988 - 12/21/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Kepesky is the right advisor for you? Invested Better is here to help.
