Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Guidroz is a financial advisor at Raymond James Financial Services Advisors, Inc. Michael is a registered representative and investment advisor representative with over 30 years of experience in the financial services industry. Michael has a strong track record of providing personalized financial advice to individuals, families, and businesses. Michael is committed to helping clients achieve their financial goals.
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
CA
07/11/2014 - Present
Raymond James Financial Services Advisors, Inc. (Irvine CA)
AZ
01/03/2011 - 08/31/2012
WELLS FARGO ADVISORS, LLC (TUCSON AZ)
AZ
02/03/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (TUCSON AZ)
AZ
11/01/2002 - 02/11/2009
UBS FINANCIAL SERVICES INC. (TUSCON AZ)
NY
11/12/1992 - 11/06/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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