Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Graves is a financial advisor currently registered with Janney Montgomery Scott LLC. Michael has over 20 years of experience in the financial services industry. Michael is registered to provide investment advice in 30 states. Michael has also worked for firms such as Wells Fargo Clearing Services, LLC and UBS Financial Services Inc.
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.
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.
Fee plus commission
1
2
FL
07/06/2021 - Present
Janney Montgomery Scott LLC (PONTE VEDRA BEACH FL)
FL
07/18/2013 - 07/07/2021
WELLS FARGO CLEARING SERVICES, LLC (PONTE VEDRA BEACH FL)
FL
01/02/2009 - 07/26/2013
UBS FINANCIAL SERVICES INC. (PONTE VEDRA BEACH FL)
FL
04/02/2007 - 01/06/2009
MORGAN STANLEY & CO. INCORPORATED (JACKSONVILLE FL)
FL
04/16/2001 - 04/02/2007
MORGAN STANLEY DW INC. (JACKSONVILLE FL)
BOTH
Issued 05/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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