Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Eric Monson is a financial advisor with Raymond James Financial Services Advisors, Inc. Michael Eric Monson has been in the industry since July 27, 2002. Michael Eric Monson is registered with the state of Minnesota, North Dakota and 24 other states. Michael Eric Monson is also registered with FINRA. Michael Eric Monson's previous employers include Invest Financial Corporation, Bancwest Investment Services, Inc., Primevest Financial Services, Inc., and Raymond James Financial Services, Inc. Michael Eric Monson provides portfolio management for individuals, businesses, and pension consulting. Michael Eric Monson is also licensed to provide financial planning services.
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
08/17/2009 - Present
Raymond James Financial Services Advisors, Inc. (PRINCETON MN)
MN
08/01/2008 - 08/07/2009
INVEST FINANCIAL CORPORATION (PRINCETON MN)
MN
05/17/2006 - 07/30/2008
BANCWEST INVESTMENT SERVICES, INC. (LINO LAKES MN)
MN
03/14/2005 - 05/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (BLAINE MN)
FL
04/19/2000 - 12/05/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Monson is the right advisor for you? Invested Better is here to help.
