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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Irwin is a financial advisor with over 38 years of experience in the financial services industry. Michael Irwin is registered with Raymond James Financial Services Advisors, Inc. in Pennsylvania, and has been with the firm since January 2009. Michael Irwin also holds a Series 65 license, which allows Michael Irwin to provide investment advisory services to clients. Michael Irwin's previous experience includes working at KIDDER, PEABODY & CO. INCORPORATED in New York.
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
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ALTOONA PA)
NY
03/22/1984 - 05/22/1991
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 09/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1984
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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