Unclaimed
Michael Sadjadi is a financial advisor at Raymond James Financial Services Advisors, Inc. Michael has been in the financial industry since 2016 and holds licenses for both broker-dealer and investment advisor. Michael provides investment advice to individuals and businesses and specializes in financial planning, retirement planning, and college savings.
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
02/16/2023 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
MN
10/02/2018 - 01/20/2023
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
10/15/2018 - 12/02/2022
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
01/05/2018 - 08/14/2018
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
03/25/2016 - 01/10/2018
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
BOTH
Issued 11/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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