Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Pickard is a financial advisor registered with Raymond James & Associates, Inc. Michael has been in the financial services industry since May 1992 and has held various roles with different companies. Michael has a wide range of licenses and certifications, including the Series 66, Series 63, Series 99TO, Series 10, Series 9, Series 8, and Series 7. Michael specializes in offering financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and institutions.
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
06/06/2024 - Present
Raymond James & Associates, Inc. (ORLANDO FL)
FL
04/22/2024 - 06/11/2024
LPL FINANCIAL LLC (APOPKA FL)
FL
07/06/2020 - 01/09/2024
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
12/15/2011 - 10/25/2019
AXA ADVISORS, LLC (ORLANDO FL)
FL
04/11/2006 - 07/11/2011
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
MO
11/05/2004 - 09/30/2005
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
06/21/2004 - 09/19/2005
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
TX
12/03/1993 - 11/05/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
04/17/1993 - 11/16/1993
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
VA
09/03/1991 - 04/29/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
FL
11/17/1989 - 08/23/1991
DELTA FIRST FINANCIAL, INC. (ALTAMONTE SPRINGS FL)
NJ
01/25/1989 - 03/01/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 06/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/05/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/16/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
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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