Unclaimed
Michelle Hoosier is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. in Spartanburg, South Carolina. Michelle has been working in the financial services industry since March 14, 2001. Michelle has a wide range of experience working with clients in various industries, including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Michelle is dedicated to providing her clients with personalized financial advice and guidance.
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
SC
05/12/2014 - Present
Raymond James Financial Services Advisors, Inc. (SPARTANBURG SC)
SC
06/01/2009 - 05/08/2014
MORGAN STANLEY (SPARTANBURG SC)
SC
11/06/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SPARTANBURG SC)
SC
12/07/2007 - 11/07/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPARTANBURG SC)
MD
12/19/2000 - 09/11/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKVILLE MD)
BOTH
Issued 01/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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