Unclaimed
Michael Grover is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Michael has been working in the financial services industry since 1986. Michael has a long history of providing financial advice to clients. Previous to his current role, Michael worked with Edward Jones, American Express Financial Advisors Inc., and Raymond James & Associates, Inc. Michael currently has offices in Modesto, California. Michael holds Series 7, 9, 10, 63, and 66 licenses as well as the SIE certification. Michael is also a Certified Financial Planner.
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
CA
08/08/2018 - Present
Raymond James Financial Services Advisors, Inc. (Modesto CA)
CA
03/09/2012 - 08/08/2018
RAYMOND JAMES & ASSOCIATES, INC. (MODESTO CA)
CA
07/29/1991 - 03/12/2012
EDWARD JONES (MODESTO CA)
MN
09/29/1986 - 07/31/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 09/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/14/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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