Unclaimed
Michael Leroy Rumschlag is a financial advisor with Raymond James Financial Services Advisors, Inc. based in SOUTHFIELD, MI. Michael has been in the financial services industry since 1997 and has been associated with Raymond James Financial Services Advisors, Inc. since 2011. Michael is licensed to provide securities and investment advisory services in multiple states, including Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Michigan, Missouri, Nevada, New Jersey, New York, Ohio, Oklahoma, Virginia, and Washington. Michael provides a variety of financial services to his clients including portfolio management for businesses and individuals, financial planning, educational seminars, pension consulting, selection of other advisers, and hourly & fixed rate consultations.
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
MI
09/21/2011 - Present
Raymond James Financial Services Advisors, Inc. (SOUTHFIELD MI)
IA
Issued 09/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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