Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Thetford is a financial advisor with Raymond James & Associates, Inc. Michelle has been in the financial services industry since 1994 and has a diverse background with experience at several firms. Michelle has a strong focus on providing financial planning services to individuals, businesses and families. Michelle is also a registered representative and has experience with portfolio management. Michelle is committed to providing her clients with the highest level of service and expertise.
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
11/22/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
07/29/2019 - 10/01/2021
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
AZ
06/15/2006 - 08/09/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
MA
11/29/2005 - 05/26/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
TX
12/18/2003 - 09/30/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
AZ
12/05/2001 - 12/04/2003
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
11/29/2001 - 12/04/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
07/28/1999 - 12/04/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
11/11/1994 - 07/21/1999
DOUGHERTY SUMMIT SECURITIES LLC (MINNEAPOLIS MN)
TX
09/01/1994 - 03/20/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
06/03/1994 - 09/01/1994
HAMILTON INVESTMENTS, INC.
BC
Issued 06/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2000
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 04/05/1994
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
Not sure Michelle Thetford is the right advisor for you? Invested Better is here to help.
