Unclaimed
Michael Champ is an Investment Advisor Representative at Raymond James & Associates, Inc., a firm with over $433 Billion in regulatory assets under management. Michael has been in the financial services industry since 2019, and holds the Series 7TO and SIE licenses. Michael has a strong track record of helping clients reach their financial goals. Michael specializes in financial planning, portfolio management, and educational seminars. Michael is dedicated to providing personalized advice and service to his clients.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
10/02/2024 - Present
Raymond James & Associates, Inc. (Monroeville PA)
BC
Issued 06/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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