Unclaimed
Michael Minvielle is a financial advisor at Raymond James & Associates, Inc. Michael has been in the industry since November 2014. Michael is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Michael is a Series 66, SIE and Series 7 registered representative. Michael has worked at Raymond James & Associates, Inc. and previously at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael has a Bachelor of Science in Business Administration from the University of New Orleans.
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.
Please see note in schedule d - miscellaneous
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.
1
2
LA
05/24/2024 - Present
Raymond James & Associates, Inc. (NEW ORLEANS LA)
LA
11/20/2014 - 05/31/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
BOTH
Issued 12/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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