Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cardwell is a financial advisor who has been in the industry for over 20 years. Michael has a wide range of experience working with individual clients, businesses, and institutions. Michael is currently registered with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, Michael worked with Wells Fargo Advisors Financial Network, LLC and Edward Jones. Michael holds a variety of licenses and certifications, including Series 7, 24, 63 and 66. Michael is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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
FL
02/05/2015 - Present
Raymond James Financial Services Advisors, Inc. (HOMESTEAD FL)
FL
05/28/2009 - 01/20/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (KEY LARGO FL)
FL
10/31/2000 - 06/02/2009
EDWARD JONES (KEY LARGO FL)
BOTH
Issued 06/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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