Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John MacCo is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 15 years of experience in the financial industry. Michael is a Certified Financial Planner and has experience in providing investment advice and financial planning to a wide range of clients, including individuals, families, businesses, and institutions. Michael holds a Series 7, 9, 10 and 66 securities licenses. Michael also has a strong commitment to community involvement and is active in several local 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.
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
WI
05/28/2009 - Present
Raymond James Financial Services Advisors, Inc. (GREEN BAY WI)
BOTH
Issued 04/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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