Unclaimed
Michael Witt is a financial advisor with over 30 years of experience in the industry. Michael has a proven track record of success in providing financial guidance to individuals, families, and businesses. He specializes in a variety of financial services, including financial planning, investment management, and retirement planning. Michael is currently registered with Raymond James & Associates, Inc. He is also a registered investment advisor and is licensed in multiple states. Prior to joining Raymond James, Michael worked with WELLS FARGO ADVISORS, LLC, SUNTRUST INVESTMENT SERVICES, INC., and SUNTRUST SECURITIES, INC.. Michael is committed to providing his clients with personalized service and tailored financial solutions to meet their unique needs.
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
GA
01/30/2019 - Present
Raymond James & Associates, Inc. (ALPHARETTA GA)
GA
08/26/2005 - 09/29/2014
WELLS FARGO ADVISORS, LLC (ALPHARETTA GA)
GA
03/25/1996 - 09/20/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NA
02/29/1996 - 03/22/1996
SUNTRUST SECURITIES, INC.
NA
08/31/1994 - 02/28/1996
BANK SOUTH INVESTMENT SERVICES, INC.
NA
04/12/1994 - 09/08/1994
BANK SOUTH SECURITIES CORPORATION
MO
03/09/1993 - 12/02/1993
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/03/1992 - 02/10/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 01/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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