Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tommeraas is a financial advisor with Janney Montgomery Scott LLC. Michael has been in the financial industry since March 2008 and holds a Series 7, Series 66, and SIE license. Michael has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Michael is registered to provide investment advice in 32 states, including Florida, North Carolina, and Texas. Michael is also a member of the Financial Industry Regulatory Authority (FINRA).
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.
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.
Fee plus commission
1
2
FL
12/02/2021 - Present
Janney Montgomery Scott LLC (STUART FL)
FL
06/01/2009 - 03/24/2011
MORGAN STANLEY SMITH BARNEY (WEST PALM BEACH FL)
FL
04/03/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
FL
02/05/2008 - 02/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STUART FL)
BOTH
Issued 02/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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