Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Retzer is a financial advisor registered with Raymond James & Associates, Inc. since 2014. Michelle is a well-rounded advisor specializing in various financial services. She is active in the securities industry and provides a wide array of services to various clients, including individuals, businesses, corporations, and financial institutions. Michelle works closely with clients to develop and implement financial plans that help them reach their financial goals. Michelle is committed to providing her clients with personalized advice and service. She is passionate about helping people understand their finances and make informed decisions.
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
PA
12/03/2014 - Present
Raymond James & Associates, Inc. (Murrysville PA)
PA
05/17/2013 - 12/09/2014
MORGAN STANLEY (PITTSBURGH PA)
PA
06/09/2011 - 07/12/2012
PNC INVESTMENTS (PITTSBURGH PA)
MI
07/31/2007 - 06/14/2011
RAYMOND JAMES & ASSOCIATES, INC. (NOVI MI)
FL
05/08/2008 - 10/01/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 09/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2007
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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