Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michal? Claim Your ProfileMichal Hubert Szittai is a financial advisor with Raymond James & Associates, Inc. with over 30 years of experience in the industry. Michal is registered with the state of Florida. Michal has been with Raymond James & Associates, Inc. since July 2014. Prior to that, Michal was with CARNES CAPITAL CORPORATION from September 1992 to September 2013 and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from October 1989 to October 1991. Michal is licensed in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Michal holds FINRA Series 63, 65, 7, 9, 10, 24, 99TO, and SIE licenses. Michal specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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
FL
01/31/2023 - Present
Raymond James & Associates, Inc. (NAPLES FL)
FL
09/10/1992 - 09/03/2013
CARNES CAPITAL CORPORATION (NAPLES FL)
NY
10/25/1989 - 10/01/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
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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