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 Birschbach is a financial advisor in Mequon, WI. Michael has 4 years of experience in the financial services industry. Michael is a registered representative of Raymond James Financial Services Advisors, Inc., a registered investment advisor. Michael is also a Certified Financial Planner. Michael's specializations include retirement planning, college savings, estate planning, insurance, and investments.
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
WI
03/02/2023 - Present
Raymond James Financial Services Advisors, Inc. (Mequon WI)
WI
05/10/2019 - 02/16/2023
CHARLES SCHWAB & CO., INC. (Brookfield WI)
BOTH
Issued 06/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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