Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hlavek is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Michael has been a registered professional in the financial services industry since April 18, 2000. Michael has a broad background in the industry and has held positions with both Morgan Stanley and Citigroup Global Markets Inc. Michael is a Certified Financial Planner and specializes in a variety of services, including financial planning, portfolio management, pension consulting, and educational seminars. Michael has extensive experience working with individuals, corporations, and charitable organizations.
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
FL
06/27/2014 - Present
Raymond James Financial Services Advisors, Inc. (WINTER PARK FL)
FL
06/01/2009 - 12/02/2013
MORGAN STANLEY (WINTER PARK FL)
FL
04/19/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINTER PARK FL)
IA
Issued 07/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Hlavek is the right advisor for you? Invested Better is here to help.
