Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jason Maynes is a financial advisor in Boca Raton, FL. Michael has been in the financial services industry since February 7, 1999. Michael is currently registered with LPL Financial LLC. Michael also has a Series 63, Series 65, and Series 24 license, as well as a Certified Financial Planner designation. Michael has worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company in the past. Michael's previous registrations include Florida, Texas, California, Colorado, Connecticut, Georgia, Hawaii, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and Washington.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
08/18/2020 - Present
LPL Financial LLC (BOCA RATON FL)
FL
02/08/1999 - 09/01/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)
MN
02/08/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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