Unclaimed
Michael Gardner is a financial advisor in Manchester Village, VT. Michael is a registered representative of Raymond James Financial Services Advisors, Inc., and has been working in the financial services industry since 2003. Michael has a Series 7, Series 31 and Series 66 licenses. Michael is a part of the Traver Gardner Investment Group, a DBA for the investment activities they perform through RJFS.
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
VT
10/03/2022 - Present
Raymond James Financial Services Advisors, Inc. (Manchester Village VT)
VT
10/03/2014 - 10/12/2022
RAYMOND JAMES & ASSOCIATES, INC. (Manchester Village VT)
VT
08/08/2008 - 10/17/2014
RBC CAPITAL MARKETS, LLC (MANCHESTER VT)
VT
01/01/2008 - 08/12/2008
WACHOVIA SECURITIES, LLC (MANCHESTER VT)
VT
09/23/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MANCHESTER VT)
BOTH
Issued 08/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Gardner is the right advisor for you? Invested Better is here to help.