Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McVoy is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2014. Michael is a Series 66 and Series 7 licensed professional, holds a Series 63 license, and has passed the Securities Industry Essentials Examination. Michael's areas of expertise include portfolio management for individuals and businesses, pension consulting, and financial 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
CO
07/01/2014 - Present
Raymond James Financial Services Advisors, Inc. (ASPEN CO)
FL
02/27/1989 - 09/17/1996
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
01/07/1987 - 03/28/1989
DEAN WITTER REYNOLDS INC.
NA
08/06/1984 - 01/28/1987
DAIN, BOSWORTH INCORPORATED
NA
09/21/1981 - 08/03/1984
HANIFEN, IMHOFF INC.
BOTH
Issued 06/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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