Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rafael Demarchena is a financial advisor registered with Raymond James Financial Services Advisors, Inc. and holds Series 7, 63, and 66 licenses. Michael has been in the industry since 2011, working with clients from UBS Financial Services Inc. to Morgan Stanley before joining Raymond James. Michael is an active advisor with a focus on individuals, corporations, and pension 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
10/25/2024 - Present
Raymond James Financial Services Advisors, Inc. (WELLINGTON FL)
FL
08/11/2016 - 06/12/2023
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
10/24/2014 - 04/08/2016
MORGAN STANLEY (BOCA RATON FL)
NE
04/11/2013 - 06/10/2014
TD AMERITRADE, INC. (OMAHA NE)
NY
07/23/2012 - 11/12/2012
SIDOTI & COMPANY, LLC (NEW YORK NY)
NY
01/17/2011 - 07/10/2012
BGC FINANCIAL, L.P. (NEW YORK NY)
BOTH
Issued 03/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Demarchena is the right advisor for you? Invested Better is here to help.
