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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 Travis is a financial advisor with over 13 years of experience in the industry. Michael is a Registered Representative of Raymond James & Associates, Inc. and has been with the firm since 2012. Michael holds a Series 6, 7, 9, 10, 24, 31, and 66 licenses. Prior to Raymond James, Michael was a Registered Representative of Raymond James Financial Services, Inc. and Franklin/Templeton Distributors, Inc. Michael's firm manages over $433 Billion in assets. Michael's expertise lies in providing financial planning, investment management, and pension consulting services to individuals and businesses. Michael's firm offers a variety of investment products and services, including stocks, bonds, mutual funds, ETFs, and alternative 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.
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
01/17/2012 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
02/05/2009 - 12/31/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
CA
05/11/2001 - 10/31/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 03/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/23/2010
Series 4 - Registered Options Principal Examination
BC
Issued 08/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 02/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2001
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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