Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Wooten is a financial advisor with Raymond James & Associates, Inc. based in St. Petersburg, Florida. Michelle has been working in the financial industry since September 2013. Michelle is registered to provide investment advice in Florida and holds licenses for Series 4, 7, 9, 10, 24, 66 and SIE. She is also a registered principal at Raymond James & Associates, Inc. Michelle has specialized in providing financial advice to insurance companies, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans and banking or thrift 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
FL
02/10/2016 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
09/09/2013 - 02/03/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 06/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/18/2016
Series 4 - Registered Options Principal Examination
BC
Issued 02/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
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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