Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gilbert McCormack is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Raymond James Financial Services Advisors, Inc. Michael is also registered with the state of Texas. Michael is a Certified Financial Planner. Michael's expertise includes financial planning, pension consulting, portfolio management, and selection of other advisors. In addition to Michael's financial advisor role, Michael is also involved in various other business activities, including real estate and wine.
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
VT
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (BURLINGTON VT)
BOTH
Issued 03/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael McCormack is the right advisor for you? Invested Better is here to help.
