Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Becconsall is a financial advisor with Raymond James Financial Services Advisors, Inc. Michael has been in the industry since November 1995 and has a strong track record of success. Michael is dedicated to helping clients achieve their financial goals and providing them with personalized advice. Michael has extensive experience working with high-net-worth individuals, corporations, and retirement plans. Michael offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. Michael is committed to providing exceptional client service and building long-term relationships.
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
CT
09/13/2021 - Present
Raymond James Financial Services Advisors, Inc. (Avon CT)
NJ
11/28/2018 - 07/28/2021
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
TX
08/16/2014 - 01/04/2018
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NY
10/15/2009 - 11/22/2013
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
CT
04/12/2006 - 09/18/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
CT
01/24/1994 - 04/07/2006
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BOTH
Issued 10/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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