Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McMillan is a financial advisor with over 7 years of experience in the industry. Michael is currently registered with Citigroup Global Markets Inc. in Florida. Michael is also a registered Investment Advisor Representative in Florida. Prior to joining Citigroup Global Markets Inc., Michael was employed at Raymond James Financial Services, Inc., and Raymond James & Associates, Inc. Michael specializes in investment advisory services and offers asset allocation advice, financial planning, pension consulting, and publication of periodicals.
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.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/28/2021 - Present
Citigroup Global Markets Inc. (TAMPA FL)
FL
07/10/2020 - 10/04/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
08/11/2017 - 10/04/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
01/15/2016 - 12/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
GA
07/31/2015 - 01/11/2016
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
IA
Issued 10/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/09/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/29/2017
Series 4 - Registered Options Principal Examination
BC
Issued 08/25/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/13/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/04/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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