Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Beck is a registered representative with Raymond James & Associates, Inc. Michael has been in the financial services industry since May 2008. Before joining Raymond James & Associates, Inc. in March 2024, Michael worked at Transamerica Capital, Inc. Michael is licensed in Colorado and holds the Series 7, Series 6, Series 63, and Series 26 registrations. Michael has been involved in providing portfolio management for businesses and individuals, as well as 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.
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
03/25/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
CO
01/11/2022 - 03/21/2024
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
07/01/2019 - 01/11/2022
TRANSAMERICA INVESTORS SECURITIES CORPORATION (DENVER CO)
CO
04/30/2018 - 07/01/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
04/29/2016 - 05/01/2018
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
05/24/2010 - 04/07/2016
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
01/28/2009 - 06/03/2010
METLIFE INVESTORS DISTRIBUTION COMPANY (DENVER CO)
MA
05/01/2008 - 02/18/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
BC
Issued 02/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2008
Series 6 - Investment Company Products/Variable Contracts 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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