Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Peterson is a financial advisor associated with Florida Financial Advisors, LLC. Michael has been in the industry since 2017 and has a Series 65, Series 6TO and SIE license. Michael is registered in Florida and is active in both Investment Advisor and Broker-Dealer roles. Michael specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Michael also serves clients in various industries including insurance companies, high net worth individuals, and individuals other than high net worth. Michael's current employment history includes positions with Florida Financial Advisors, LLC, Diego Pellicer, Uber, Chik-fil-a, Thompson Painting & More, Home Depot, and Trinity Wealth Securities, LLC.
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.
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.
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.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
1
2
FL
04/10/2024 - Present
Florida Financial Advisors, LLC (Jacksonville FL)
IA
Issued 03/14/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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