Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Chibidakis is a financial advisor with over 26 years of experience in the industry. Michael is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked with Oppenheimer & Co. Inc., Chase Investment Services Corp., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Michael is a Certified Financial Planner and holds Series 7, 9, 63 and 65 licenses. Michael specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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
06/20/2023 - Present
Raymond James Financial Services Advisors, Inc. (NORTHRIDGE CA)
CA
02/16/2012 - 10/03/2013
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
07/14/2010 - 02/16/2012
CHASE INVESTMENT SERVICES CORP. (PORTER RANCH CA)
CA
06/01/2009 - 07/21/2010
MORGAN STANLEY SMITH BARNEY (SHERMAN OAKS CA)
CA
05/31/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHERMAN OAKS CA)
IA
Issued 06/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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