Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Mccreary is a financial advisor with Raymond James Financial Services Advisors, Inc. Michael has been in the financial services industry since 2007. Michael has a wide range of experience, having worked with various firms like Essex National Securities, Inc., Chase Investment Services Corp., LPL Financial LLC, and PFS Investments Inc. Michael has licenses in multiple states and holds the Series 6, 7, 63, and 66 licenses, along with the SIE exam. Michael is also a Certified Financial Planner. Michael works at the Roseville, CA branch of Raymond James Financial Services Advisors, Inc. and is also a Financial Advisor at First Tech Fed. Credit Union. Michael provides a range of services including financial planning, portfolio management, educational seminars and more.
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
02/20/2018 - Present
Raymond James Financial Services Advisors, Inc. (Roseville CA)
CA
07/18/2011 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (SANTA ROSA CA)
CA
03/07/2011 - 07/06/2011
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
CA
09/24/2008 - 03/08/2011
LPL FINANCIAL LLC (CHULA VISTA CA)
GA
11/15/2007 - 09/09/2008
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 12/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/8/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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