Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lucchesi is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Michael has over 15 years of experience in the financial services industry. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Michael is licensed to provide investment advice in several states including New Jersey, New York, and Texas. Michael's background includes positions at Stifel, Nicolaus & Company, Incorporated, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Michael's firm, Raymond James Financial Services Advisors, Inc. is a registered investment advisor that provides a range of financial services, including investment management, financial planning, and retirement planning. The firm has a strong commitment to providing its clients with personalized service and a high level of expertise.
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
NY
02/19/2020 - Present
Raymond James Financial Services Advisors, Inc. (Garden City NY)
NY
05/01/2009 - 02/28/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GARDEN CITY NY)
NY
01/01/2008 - 05/04/2009
WACHOVIA SECURITIES, LLC (GARDEN CITY NY)
NY
04/16/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GARDEN CITY NY)
NY
01/10/2007 - 01/25/2007
OLYMPIA ASSET MANAGEMENT,LTD. (NEW YORK NY)
IA
Issued 10/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 01/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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