Michael Valachovics (CRD# 6932357) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muskegon, MI and has over 3 years of experience in the finance industry.
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
CRD# 6581230
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Muskegon Catholic Investment Committee | Muskegon, MI | Aug 2023 - Current | < 1 |
Muskegon Catholic Finance Committee | Muskegon, MI | Aug 2023 - Current | < 1 |
Raymond James & Associates | Muskegon, MI | Apr 2018 - Current | 6 |
Grand Valley State University | Allendale, MI | Sep 2016 - Dec 2019 | 3 |
Community Shores Bank | Muskegon, MI | Oct 2015 - Apr 2018 | 2 |
Muskegon Community College | Muskegon, MI | Aug 2014 - May 2016 | 1 |
Biggby Coffee | Muskegon, MI | Nov 2014 - Oct 2015 | < 1 |
Maui Wowi Smoothies | Muskegon, MI | Oct 2013 - Nov 2014 | 1 |
Muskegon Catholic Central High School | Muskegon, MI | Sep 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- MI
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Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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