Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jack Kritikos is a financial advisor registered with Raymond James & Associates, Inc., and has been in the industry since 1999. Michael holds Series 7, 63 and 65 licenses and specializes in providing financial advice to individuals, businesses, and institutions. Michael has experience working with clients across a range of industries, including banking, insurance, and healthcare. Michael has a strong track record of providing sound financial advice and helping clients achieve their financial goals. Prior to joining Raymond James & Associates, Inc., Michael worked at Wells Fargo Clearing Services, LLC, Edward Jones, and Wachovia Securities, LLC.
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
NE
09/30/2021 - Present
Raymond James & Associates, Inc. (LINCOLN NE)
NE
09/03/2013 - 10/01/2021
WELLS FARGO CLEARING SERVICES, LLC (LINCOLN NE)
NE
03/20/2009 - 09/04/2013
EDWARD JONES (LINCOLN NE)
NE
01/01/2008 - 03/30/2009
WACHOVIA SECURITIES, LLC (LINCOLN NE)
NE
04/08/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LINCOLN NE)
NY
08/10/2000 - 04/15/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NE
07/14/1999 - 07/31/2000
AMERITRADE (BELLEVUE NE)
IA
Issued 10/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1999
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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