Unclaimed
Michael Williamson is a financial advisor at Florida Financial Advisors, LLC. Michael has been in the industry since August 2021 and is registered with the state of Florida as an Investment Advisor Representative. Michael holds the Series 65 and SIE licenses. Michael has experience working with clients of all types, including high net worth individuals and individuals other than high net worth. Michael is also a financial consultant for Florida Financial Insurance.
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.
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.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
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2
FL
08/01/2024 - Present
Florida Financial Advisors, LLC (Jacksonville FL)
IA
Issued 07/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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