Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Spaziani is a financial advisor at Raymond James Financial Services Advisors, Inc. Michelle has been in the financial services industry since 2001 and is registered with FINRA and the states of Massachusetts, Texas and 19 other states. Michelle holds the Series 7, Series 9, Series 10, Series 63, and Series 66 licenses. Michelle is also a Certified Financial Planner.
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
MA
05/04/2018 - Present
Raymond James Financial Services Advisors, Inc. (GREENFIELD MA)
VT
01/01/2008 - 05/11/2018
WELLS FARGO CLEARING SERVICES, LLC (BRATTLEBORO VT)
MA
03/19/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SPRINGFIELD MA)
BOTH
Issued 08/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Spaziani is the right advisor for you? Invested Better is here to help.
