Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McNair is a financial advisor at Raymond James & Associates, Inc., where he has worked since 2008. Michael's professional experience spans a diverse range of roles within the financial services industry. With a background in both investment management and financial planning, Michael has a deep understanding of the complexities of wealth management. Michael's focus is on providing customized financial advice tailored to meet individual client needs. He is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, saving for college, or protecting their assets. Michael has earned the Series 7, 66, and SIE licenses, reflecting his commitment to staying abreast of industry standards and best practices.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/04/2016 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
12/11/2008 - 04/13/2016
RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)
FL
03/29/2004 - 06/30/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 05/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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