Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Teller is a financial advisor with Raymond James & Associates, Inc., a firm that manages more than $433 billion in assets. Michael is a registered representative and investment advisor in Ohio and several other states. Michael has been a financial professional for over 26 years. His experience includes time with Morgan Stanley DW Inc, Olde Discount Corporation, Banc One Securities Corporation, Chase Investment Services Corp., J.P. Morgan Securities LLC, and UBS Financial Services Inc. Michael offers a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
OH
09/07/2023 - Present
Raymond James & Associates, Inc. (Dublin OH)
OH
07/27/2022 - 09/06/2023
UBS FINANCIAL SERVICES INC. (COLUMBUS OH)
OH
10/01/2012 - 08/19/2022
J.P. MORGAN SECURITIES LLC (Columbus OH)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FARMINGTON MI)
IL
04/23/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
04/24/2000 - 01/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
03/05/1996 - 05/15/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 10/20/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/17/2004
Series 65 - Uniform Investment Adviser 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 02/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Teller is the right advisor for you? Invested Better is here to help.
