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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Townsend is a financial advisor at Raymond James & Associates, Inc. with over 30 years of experience in the financial services industry. Michael has a wide range of experience in the financial services industry, having previously worked for WADDELL & REED, PROSPERA FINANCIAL SERVICES, INC., and Ameriprise Financial Services, Inc. Michael is a Certified Financial Planner and holds the Series 7, 8, 9, 10, 24, 31, 63, and 65 licenses. Michael is licensed in all 50 states and the District of Columbia. Michael specializes in providing financial advice to individuals, businesses, and institutions.
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
IL
05/13/2021 - Present
Raymond James & Associates, Inc. (Chicago IL)
IL
11/30/2015 - 01/04/2018
WADDELL & REED (OAK BROOK IL)
IL
09/04/2013 - 11/30/2015
PROSPERA FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
03/13/2009 - 09/26/2013
AMERIPRISE FINANCIAL SERVICES, INC. (ORLAND PARK IL)
IL
06/24/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ORLAND PARK IL)
MI
04/14/1993 - 06/24/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
10/02/1992 - 04/02/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 01/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/31/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/1992
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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