Unclaimed
Michael Bennicelli is a financial advisor at Raymond James Financial Services Advisors, Inc. in Peachtree City, Georgia. Michael has been in the financial services industry since 2007 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Michael is a Chartered Financial Analyst and holds Series 7, 9, 10, 31, and 66 licenses. Michael is also registered with the state of Georgia and Texas. Michael is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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
GA
08/30/2022 - Present
Raymond James Financial Services Advisors, Inc. (Peachtree City GA)
NY
06/01/2009 - 03/30/2022
MORGAN STANLEY (New York NY)
GA
06/05/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
BOTH
Issued 07/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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