Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Allen is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. Michael has been working in the financial services industry since August 9, 2005. Michael is currently registered with the state of Texas and Washington as an investment advisor representative. Michael has previously been registered with Wells Fargo Advisors Financial Network, LLC and Edward Jones. Michael has a wide range of experience and expertise in financial planning, portfolio management and other investment 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
WA
03/17/2022 - Present
Raymond James Financial Services Advisors, Inc. (Silverdale WA)
WA
10/21/2016 - 03/21/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SILVERDALE WA)
WA
08/10/2005 - 10/26/2016
EDWARD JONES (SILVERDALE WA)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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