Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kravitz is a financial advisor registered with RBC Capital Markets, LLC. Michael has been in the financial services industry since 1991. Michael has a wide range of experience in financial planning, portfolio management, and retirement planning. Michael holds a Series 7, Series 8, Series 31, and SIE licenses. Michael is registered in several states, including Florida, Texas, and others. Michael's previous employers include Truist Investment Services, Inc., BB&T Securities, LLC, UBS Financial Services Inc., and Morgan Stanley & Co. Incorporated.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/18/2022 - Present
RBC Capital Markets, LLC (BOCA RATON FL)
FL
02/17/2021 - 01/21/2022
TRUIST INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
VA
07/15/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
05/23/2008 - 08/10/2016
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
04/02/2007 - 05/28/2008
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
05/02/2005 - 04/02/2007
MORGAN STANLEY DW INC. (BOCA RATON FL)
MO
04/03/2001 - 05/03/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
FL
09/16/1998 - 04/10/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
03/10/1995 - 08/25/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
11/18/1992 - 03/14/1995
J. B. HANAUER & CO. (PARSIPPANY NJ)
NJ
06/19/1991 - 11/16/1992
HALPERT AND COMPANY, INC. (MILLBURN NJ)
BC
Issued 06/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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