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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 Lipkins is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Michael has been in the financial services industry since 1999 and has experience working with high net worth individuals, corporations, pension and profit-sharing plans, and other institutional clients. Michael is registered with the Securities and Exchange Commission and holds the following licenses: Series 6, Series 7, Series 63, and Series 65. Michael's areas of specialization include investment management, financial planning, and retirement planning.
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
CA
06/22/2017 - Present
Raymond James Financial Services Advisors, Inc. (Palo Alto CA)
CA
07/11/2007 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (PALO ALTO CA)
CA
05/29/2007 - 07/23/2007
CITIGROUP GLOBAL MARKETS INC. (MILLBRAE CA)
CA
08/10/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (MILLBRAE CA)
MA
04/02/2004 - 08/07/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
12/12/2002 - 04/06/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
09/16/1999 - 12/13/2002
CAL FED INVESTMENTS (SACRAMENTO CA)
IA
Issued 04/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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