Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael K Robbins is a financial advisor with Raymond James & Associates, Inc. Michael has been in the financial services industry for over 17 years. Michael has a Series 7 and Series 66 license and is also a Certified Financial Planner. Michael has worked at other firms previously including USAA Financial Advisors, Inc. and Chase Investment Services Corp. Michael works out of the Scottsdale office of Raymond James & Associates, Inc. Michael specializes in working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Michael offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
AZ
03/27/2020 - Present
Raymond James & Associates, Inc. (SCOTTSDALE AZ)
AZ
12/15/2009 - 03/04/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
04/23/2007 - 12/08/2009
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
PA
12/14/2005 - 10/09/2006
A. G. EDWARDS & SONS, INC. (SEWICKLEY PA)
BOTH
Issued 02/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
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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