Unclaimed
Mychal Dickinson is a financial advisor with Raymond James & Associates, Inc. Mychal has over 8 years of experience in the financial services industry. Mychal is registered with the state of Florida as a Broker-Dealer and Investment Advisor. Mychal has passed the Series 6, Series 7, Series 63, and Series 65 exams. Mychal specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Mychal has worked at a number of financial institutions, including J.P. Morgan Securities LLC and Northwestern Mutual Investment Services, LLC.
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
07/14/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
12/22/2015 - 09/12/2018
J.P. MORGAN SECURITIES LLC (LAKELAND FL)
FL
07/14/2015 - 11/09/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKELAND FL)
FL
01/24/2013 - 06/04/2015
J.P. MORGAN SECURITIES LLC (WINTER HAVEN FL)
FL
10/31/2011 - 02/01/2012
WELLS FARGO ADVISORS, LLC (WINTER HAVEN FL)
IA
Issued 06/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2011
Series 6 - Investment Company Products/Variable Contracts 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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