Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shapiro is a financial advisor with over 25 years of experience in the financial services industry. Michael is registered with Raymond James & Associates, Inc. in Boca Raton, Florida. Michael is a Registered Representative and Investment Advisor Representative. Before working with Raymond James, Michael was employed by Morgan Stanley and Citigroup Global Markets Inc. Michael specializes in providing financial planning services to individuals, families, and businesses. He is also experienced in working with pension plans 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.
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
FL
07/31/2020 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
06/01/2009 - 08/28/2020
MORGAN STANLEY (BOCA RATON FL)
FL
05/01/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
IA
Issued 05/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
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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