Unclaimed
Michael Gavin has been a financial advisor since 1997 and is a CERTIFIED FINANCIAL PLANNER™. Michael has been registered with Wealth Enhancement Advisory Services, LLC since 2024. Previously, Michael Gavin was registered with RAYMOND JAMES FINANCIAL SERVICES, INC. Michael Gavin has a diverse background in the financial industry, with experience in various areas of investment management. Michael Gavin is licensed to provide financial advice in 37 states, and has a wide range of experience in serving individuals, families, businesses and institutional clients.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
06/03/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MI
07/27/1998 - 06/05/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDLAND MI)
IL
02/01/1995 - 03/31/1995
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NA
09/22/1993 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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