Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Taylor Liddell is a financial advisor registered with Citigroup Global Markets Inc. Michael has been in the industry since February 2013. Michael has been registered with Citigroup Global Markets Inc. since September 2017. Michael is licensed in 50 states. Prior to joining Citigroup Global Markets Inc. Michael was with Raymond James Financial Services, Inc. from August 2013 to September 2017 and Thrivent Investment Management Inc. from October 2011 to April 2012.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
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2
FL
10/02/2023 - Present
Citigroup Global Markets Inc. (TAMPA FL)
FL
08/07/2013 - 09/18/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
WI
10/13/2011 - 04/05/2012
THRIVENT INVESTMENT MANAGEMENT INC. (WAUKESHA WI)
IA
Issued 4/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/21/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 10/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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MEMX LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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