Unclaimed
Michael Gibbons is a financial advisor with Raymond James & Associates, Inc. based in St. Petersburg, Florida. Michael has over 25 years of experience in the financial services industry and specializes in a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is registered with FINRA and holds the Series 7, Series 99, and SIE licenses. Michael previously worked at J.P. Morgan Securities LLC and Wall Street Equities 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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
12/04/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/27/2017 - 08/27/2019
J.P. MORGAN SECURITIES LLC (TAMPA FL)
NY
11/22/1995 - 01/06/1999
WALL STREET EQUITIES INCORPORATED (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2017
Series 99 - Operations Professional Examination
BC
Issued 11/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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