Unclaimed
Michael Jensen is a financial advisor with Raymond James Financial Services Advisors, Inc. He is a registered representative and investment advisor representative in Florida and Texas. He is also registered to provide investment advisory services in 14 other states. Michael has been in the financial services industry for more than 10 years. Prior to joining Raymond James, Michael was employed at Morgan Stanley. Michael holds the Series 7, Series 31, and Series 66 licenses. He also holds the Securities Industry Essentials Examination (SIE). Michael is a highly experienced financial advisor who is committed to providing his clients with personalized financial advice. He specializes in working with individuals, businesses, and retirement plans.
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
FL
08/05/2020 - Present
Raymond James Financial Services Advisors, Inc. (ST. PETERSBURG FL)
FL
08/27/2010 - 07/23/2020
MORGAN STANLEY (PALM HARBOR FL)
BOTH
Issued 10/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 08/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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