Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Wojtek is a financial advisor at Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Michael is registered with the state of Oklahoma and Texas as an Investment Advisor Representative and is also a Registered Principal. He has extensive experience in providing financial planning and investment advice to individuals and businesses. Michael holds a Certified Financial Planner designation.
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
OK
02/25/2020 - Present
Raymond James & Associates, Inc. (OKLAHOMA CITY OK)
OK
02/15/2013 - 02/24/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
OK
03/03/2003 - 02/19/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
IA
Issued 02/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2003
Series 6 - Investment Company Products/Variable Contracts 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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