Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Michaelson is a financial advisor with over 15 years of experience in the industry. Roy is registered with Raymond James Financial Services Advisors, Inc. and has been working in the financial industry since 2004. Roy Michaelson's previous employers include Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Roy has been an investment advisor representative since 2009. Roy is licensed to sell securities in Arizona, Florida, Illinois, Minnesota, Pennsylvania, South Carolina, Virginia and Washington.
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
PA
08/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (HUMMELSTOWN PA)
PA
02/28/2014 - 08/27/2019
WELLS FARGO CLEARING SERVICES, LLC (PALMYRA PA)
PA
06/19/2009 - 03/03/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ETTERS PA)
PA
06/01/2009 - 06/26/2009
MORGAN STANLEY SMITH BARNEY (CAMP HILL PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CAMP HILL PA)
MD
08/11/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 09/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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