Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lilian Ballas is a financial advisor with Raymond James & Associates, Inc. Michelle is a registered representative with FINRA. Michelle has been in the financial industry since August 20, 2005 and has held previous positions with The Concord Equity Group, LLC. Michelle has passed both the Series 7 and SIE exams. Michelle's main office is in Boca Raton, Florida and is located at 1 Town Center Road, 10TH FLOOR. Michelle provides a range of financial services including portfolio management for businesses and individuals, financial planning and educational seminars. Michelle has a strong track record of providing excellent customer service and personalized financial advice.
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
09/16/2008 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
01/03/2008 - 07/07/2008
RAYMOND JAMES & ASSOCIATES, INC. (WESTON FL)
FL
03/14/2005 - 10/04/2007
THE CONCORD EQUITY GROUP, LLC (PLANTATION FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2005
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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