Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mickey? Claim Your ProfileMickey Charles Speck is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Johnstown, CO. Mickey has been in the industry since June 2014. Mickey is registered with FINRA as a General Securities Representative (Series 7) and a Uniform Combined State Law Examination (Series 66) and holds a Securities Industry Essentials Examination (SIE). Mickey has been with Raymond James since November 2020 and previously worked at Waddell & Reed. Mickey also has a position at the Bank of Colorado.
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
CO
11/02/2020 - Present
Raymond James Financial Services Advisors, Inc. (Johnstown CO)
CO
06/04/2014 - 11/05/2020
WADDELL & REED (FORT COLLINS CO)
BOTH
Issued 09/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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