Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Steven Bullis is a registered representative of Raymond James Financial Services Advisors, Inc. and has been in the securities industry since March 1999. Michael has experience in investment advisory and brokerage services. Michael has a total of 9 state registrations. Michael is also a registered investment advisor representative in Michigan and holds the Series 7, Series 24, Series 63 and Series 66 licenses. Prior to joining Raymond James Financial Services Advisors, Inc. in 2015, Michael was with First Allied Securities, Inc., CUNA Brokerage Services, Inc. and Grattan Financial Securities, Inc. Michael also owns two businesses, Bullis Wealth Strategies, Inc. and Skye Holdings 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.
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
MI
01/12/2015 - Present
Raymond James Financial Services Advisors, Inc. (ROYAL OAK MI)
MI
03/13/2007 - 01/05/2015
FIRST ALLIED SECURITIES, INC. (ROYAL OAK MI)
MI
10/14/2003 - 03/14/2007
CUNA BROKERAGE SERVICES, INC. (PLYMOUTH MI)
CA
01/01/1999 - 07/15/2003
GRATTAN FINANCIAL SECURITIES, INC. (SAN GABRIEL CA)
BOTH
Issued 03/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Bullis is the right advisor for you? Invested Better is here to help.
