Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Heath is a financial advisor with Steward Partners Investment Advisory, LLC. Michael has been in the industry since 2004 and has a strong track record of success. Michael is registered in 53 states and Puerto Rico and has a wide range of experience in the financial services industry. Michael provides a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/04/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
DC
03/12/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
FL
02/28/2018 - 01/31/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/24/2015 - 02/26/2018
INVEST FINANCIAL CORPORATION (TAMPA FL)
NJ
08/29/2008 - 03/25/2013
BCG SECURITIES, INC. (CHERRY HILL NJ)
FL
01/08/2004 - 08/05/2008
FIRST INVESTORS CORPORATION (TAMPA FL)
BOTH
Issued 9/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 1/7/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Heath is the right advisor for you? Invested Better is here to help.
