Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tobin Bill is a financial advisor with Raymond James & Associates, Inc. located in Los Angeles, CA. Michael has been in the financial services industry since 2005 and has a strong track record of success. Michael holds the Series 66, Series 7, Series 9, Series 10, and Series 24 licenses and has extensive experience in providing financial planning, portfolio management, and other investment advisory services. Michael is dedicated to helping clients achieve their financial goals and is committed to providing personalized service.
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
CA
03/12/2024 - Present
Raymond James & Associates, Inc. (Los Angeles CA)
CA
09/07/2018 - 03/25/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LOS ANGELES CA)
CA
03/25/2017 - 09/10/2018
MML INVESTORS SERVICES, LLC (LOS ANGELES CA)
CA
06/24/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WOODLAND HILLS CA)
CA
06/24/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
BOTH
Issued 06/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2005
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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