Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Soshnik is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Michael has been in the securities industry for over 39 years and has held registrations in 41 states and 2 provinces. Michael has passed multiple industry examinations including the Series 63, Series 7, Series 10, and Series 9 exams. Michael has experience with a range of client types, including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, charitable organizations, and insurance companies. Michael previously worked at U.S. BANCORP PIPER JAFFRAY INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael is also the owner of two other businesses, GPS Capital Management, LLC and North Shore Capital Management.
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
MN
06/24/2021 - Present
Raymond James Financial Services Advisors, Inc. (WAYZATA MN)
MN
05/12/1986 - 08/04/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
01/26/1984 - 05/17/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 01/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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