Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Schaefer is an investment advisor representative registered with Raymond James Investment Management. Michael has been in the securities industry for over 2 years and has a Series 7TO, Series 63, and Series 65 license. Michael specializes in Portfolio Management for individuals, investment companies, and pooled investment vehicles. Michael has previously been employed by Pruco Securities, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
09/16/2022 - Present
Raymond James Investment Management (ST PETERSBURG FL)
FL
08/02/2021 - 04/26/2022
PRUCO SECURITIES, LLC. (TAMPA FL)
IA
Issued 01/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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