Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sands Sussman is a financial advisor who has been working in the financial services industry for over 25 years. Michael is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide financial advice in multiple states. Michael has experience providing various financial services including financial planning, portfolio management, and pension consulting.
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
NY
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Old Brookville NY)
FL
06/01/1998 - 01/15/2002
SPENCER CLARKE LLC (MIAMI BEACH FL)
NY
01/08/1998 - 05/26/1998
OSCAR GRUSS & SON, INCORPORATED (NEW YORK NY)
NJ
11/12/1997 - 12/15/1997
ALLIANCE ASSET GROUP,INC. (ENGLEWOOD CLIFFS NJ)
NY
09/19/1997 - 10/02/1997
FIRST PROVIDENCE FINANCIAL GROUP, INC. (PORT WASHINGTON NY)
BC
Issued 10/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Sussman is the right advisor for you? Invested Better is here to help.
