Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kanner is a financial advisor at Raymond James Financial Services Advisors, Inc. Michael has been in the financial services industry since 2003, and has extensive experience in the securities industry. Michael has held positions at several firms, including Morgan Stanley, Edward Jones, and Wachovia Securities, LLC. Michael holds both Series 66 and Series 63 licenses. Michael is also a registered investment advisor in the state of Florida. Michael is currently registered with Raymond James Financial Services Advisors, Inc., and provides investment advisory services to a wide range of clients, including individuals, families, 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.
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
08/08/2019 - Present
Raymond James Financial Services Advisors, Inc. (Vero Beach FL)
FL
06/01/2009 - 07/31/2019
MORGAN STANLEY (VERO BEACH FL)
FL
04/09/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (VERO BEACH FL)
FL
12/15/2004 - 04/15/2009
EDWARD JONES (VERO BEACH FL)
MO
09/27/2004 - 11/23/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
03/03/2003 - 09/09/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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