Unclaimed
Michael Chell is a financial advisor with over 39 years of experience in the industry. Michael is a registered representative of Raymond James Financial Services Advisors, Inc., and has been with the firm since 2010. Michael is also an investment advisor representative and holds Series 7, 55, 63, and 65 licenses. Michael has been registered in 19 states and has worked for several other firms over the years. In addition to providing financial advice, Michael is also the CEO of Chell Financial Group, Inc., a support company for Raymond James.
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
PA
10/15/2010 - Present
Raymond James Financial Services Advisors, Inc. (EAST STROUDSBURG PA)
NY
08/28/2007 - 03/18/2010
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
NY
02/20/2007 - 09/04/2007
J GIORDANO SECURITIES GROUP (NEW YORK NY)
NY
04/27/2004 - 02/21/2007
BLAYLOCK & COMPANY, INC. (NEW YORK NY)
NY
07/01/1998 - 05/07/2004
SG COWEN & CO., LLC (NEW YORK NY)
NY
11/18/1997 - 07/01/1998
COWEN & CO. (NEW YORK NY)
NY
11/21/1983 - 04/11/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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