Unclaimed
Michael John Forster Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Saint Petersburg, FL. Michael has been in the financial services industry since 2010. Michael has a Series 6, Series 7, and Series 66 license. Michael's past experience includes positions with Securities America, Inc. and LPL Financial LLC. Michael's primary focus is providing financial advice and portfolio management services to individuals, families, businesses, and retirement plans.
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
01/29/2020 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
NE
05/23/2018 - 01/13/2020
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
06/18/2014 - 06/14/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
NC
11/26/2007 - 09/02/2009
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
LA
05/16/2006 - 11/26/2007
CHASE INVESTMENT SERVICES CORP. (NEW ORLEANS LA)
MA
06/07/2005 - 05/05/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 06/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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