Unclaimed
Michael James Fisette is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. in Issaquah, Washington. Michael has been in the financial services industry since 1999 and has a wide range of experience working with individual investors, corporations, and institutions. Michael is a Certified Financial Planner and is committed to providing comprehensive financial planning and investment management services to his clients. Michael's previous experience includes time at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc.
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
WA
03/02/2010 - Present
Raymond James Financial Services Advisors, Inc. (ISSAQUAH WA)
WA
10/23/2009 - 03/02/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
WA
01/17/2000 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BELLEVUE WA)
BOTH
Issued 08/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/23/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Fisette is the right advisor for you? Invested Better is here to help.