Unclaimed
Michael Hobbs is a financial advisor who has been in the industry since 2008. Michael is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2018. Michael has been registered with SunTrust Investment Services, Inc. and Voya Financial Advisors, Inc. in the past. Michael holds a Series 66, Series 7, and SIE license and is registered with the states of California, Florida, Georgia, North Carolina, and South Carolina. Michael has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, banking or thrift institutions, and insurance companies. Michael offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Michael also has experience in real estate rentals and leasing.
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
GA
05/01/2018 - Present
Raymond James Financial Services Advisors, Inc. (Watkinsville GA)
GA
03/25/2015 - 05/02/2018
SUNTRUST INVESTMENT SERVICES, INC. (ATHENS GA)
GA
12/18/2008 - 03/25/2015
VOYA FINANCIAL ADVISORS, INC. (WATKINSVILLE GA)
BOTH
Issued 7/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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