Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Troy Logan is a financial advisor and wealth manager with over 14 years of experience in the financial services industry. Michael is registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in Pennsylvania and Texas. Michael is a dedicated professional who takes a personalized approach to help his clients achieve their financial goals. He is committed to providing clients with the highest level of service and expertise. Michael specializes in financial planning, investment management, and retirement planning. He holds Series 63, 65, 7TO, and SIE licenses. Michael is also a Certified Financial Planner (CFP®) and has a Bachelor of Science degree in Finance.
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
PA
12/13/2022 - Present
Raymond James Financial Services Advisors, Inc. (Exton PA)
BC
Issued 11/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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