Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Schodrof is a financial advisor at Raymond James & Associates, Inc. located in Chicago, IL. Michael has over 20 years of experience in the financial services industry, having worked with several leading firms including UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Securities LLC. Michael is a licensed advisor in numerous states and holds the Series 7, 24, 63 and 66 securities licenses. Michael specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions.
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
IL
06/06/2024 - Present
Raymond James & Associates, Inc. (Chicago IL)
IL
05/20/2022 - 06/17/2024
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
06/29/2020 - 05/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
02/22/2019 - 06/30/2020
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
06/23/2015 - 02/19/2019
GUGGENHEIM SECURITIES, LLC (CHICAGO IL)
IL
09/20/2010 - 04/09/2015
BARCLAYS CAPITAL INC. (CHICAGO IL)
IL
07/17/2006 - 09/17/2010
DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)
IL
03/21/2001 - 07/24/2006
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
WI
07/21/1999 - 09/20/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 08/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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