Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael S Weiss is a financial advisor with Raymond James & Associates, Inc. Michael has been in the industry since March 7, 2007. Michael is registered with FINRA and licensed to sell securities in 19 states and is also registered as an investment advisor representative in Texas and Florida. Michael is also a registered principal with Raymond James & Associates, Inc.. Prior to joining Raymond James & Associates, Inc., Michael was with Morgan Keegan & Company, Inc. and Morgan Stanley Smith Barney. Michael specializes in providing financial planning, portfolio management, and other investment advisory services to a wide range of clients, including individuals, 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.
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
FL
08/31/2021 - Present
Raymond James & Associates, Inc. (ROCKLEDGE FL)
FL
04/08/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MELBOURNE FL)
FL
06/01/2009 - 04/15/2011
MORGAN STANLEY SMITH BARNEY (MELBOURNE FL)
FL
03/07/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ORLANDO FL)
BOTH
Issued 03/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/06/2007
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
Not sure Michael Weiss is the right advisor for you? Invested Better is here to help.
