Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Perino is a financial advisor with Raymond James & Associates, Inc. based in Fort Myers, Florida. Michael has been in the financial services industry since April 2007. Michael is registered with the state of Florida and holds Series 66, SIE, Series 31 and Series 7 licenses. Michael has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Advisor Services, Inc..
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
FL
08/06/2018 - Present
Raymond James & Associates, Inc. (Fort Myers FL)
FL
10/05/2009 - 04/17/2012
AMERIPRISE FINANCIAL SERVICES, INC. (FORT MYERS FL)
FL
04/08/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (FORT MYERS FL)
FL
01/25/2007 - 01/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/2007
Series 7 - General Securities Representative 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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