Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Whitmore has been in the financial industry since September 1994. Michael is currently registered with Raymond James Financial Services Advisors, Inc. in Virginia and Texas. Michael has previously been registered with several firms including CETERA INVESTMENT SERVICES LLC, UVEST FINANCIAL SERVICES GROUP, INC., WACHOVIA SECURITIES, INC., WACHOVIA BROKERAGE SERVICE, CUNA BROKERAGE SERVICES, INC., and SCOTT & STRINGFELLOW, INC. Michael has a Series 7 and Series 63 license. Michael is a director for the Fork Union Military Academy Alumni Association.
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
VA
06/18/2014 - Present
Raymond James Financial Services Advisors, Inc. (CHRISTIANSBURG VA)
VA
11/07/2011 - 06/18/2014
CETERA INVESTMENT SERVICES LLC (CHRISTIANSBURG VA)
VA
09/26/2002 - 11/10/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHRISTIANSBURG VA)
MO
06/15/2002 - 10/01/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
07/28/1999 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
09/23/1998 - 07/21/1999
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
VA
08/31/1994 - 09/04/1998
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 08/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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