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 Maggi is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Glen Allen, Virginia. Michael has been in the industry since March 2012 and has a strong background in investment advisory and brokerage services. Michael holds a Series 6, 7, 63, and 65 licenses and the SIE designation. He has extensive experience working with individuals, families, businesses, and retirement plans. Michael is committed to providing personalized financial advice and building long-term relationships with clients.
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
VA
09/02/2015 - Present
Raymond James Financial Services Advisors, Inc. (Glen Allen VA)
VA
03/05/2012 - 09/17/2015
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
IA
Issued 04/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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