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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 Paquette is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 24 years of experience in the industry. Michael has been a registered representative since 1998 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Michael is a Certified Financial Planner and holds several licenses, including Series 6, 7, 10, 24, 26, 63, and 65. Michael specializes in providing financial planning, investment management, and retirement planning services.
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
NH
09/06/2018 - Present
Raymond James Financial Services Advisors, Inc. (BEDFORD NH)
NH
09/13/2007 - 04/08/2011
CCO INVESTMENT SERVICES CORP. (EXETER NH)
CT
01/01/2005 - 09/04/2007
BANCNORTH INVESTMENT GROUP, INC. (WATERBURY CT)
MN
06/06/2001 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
10/04/2000 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
CT
02/07/2000 - 10/06/2000
INFINEX INVESTMENTS, INC. (MERIDEN CT)
RI
02/04/1998 - 01/28/2000
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
IA
Issued 11/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 04/23/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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