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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 Partridge is a financial advisor with Raymond James & Associates, Inc. based in St. Petersburg, Florida. Michael has been in the industry since June 2014. He has a Series 65, Series 63, Series 7, Series 9, Series 10, Series 24, Series 31, and Series 57 license. He provides financial planning services to individuals, businesses, and trusts. Michael specializes in Retirement Planning, College Savings, Estate Planning, and Insurance. He is also registered with the state of Florida as an Investment Advisor Representative. His previous firm was USAA Financial Advisors, Inc.
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
FL
09/19/2017 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
07/01/2014 - 09/21/2017
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
IA
Issued 11/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/27/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2018
Series 24 - General Securities Principal Examination
BC
Issued 09/25/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2018
Series 57 - Securities Trader Exam
BC
Issued 07/01/2014
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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