Michael Shaver, financial advisor Tampa FL

Michael Shaver

CRD Number: 3000555
Current Firm: Principal Securities, Inc.

Michael Shaver (CRD# 3000555) is an Investment Advisor Representative working at Principal Securities, Inc. in Tampa, FL and has over 10 years of experience in the finance industry.

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Econologics Financial Advisors
Company Name Location Dates Years
Principal Securities Inc. Tampa, FL Dec 2016 - Current 5
Principal Life Insurance Company Tampa, FL Dec 2016 - Current 5
Oppenheimer & Company Inc. Tampa, FL Jan 2015 - Dec 2016 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Clearwater, FL Oct 2011 - Jan 2015 3
Merrill Lynch, Pierce, Fenner & Smith, Inc. Clearwater, FL May 2011 - Jan 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Michael E. Shaver
Phone Number: 888-774-6267
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    11,439
    MILLIONS
  • Total Number of Accounts
    44,544
    ACCOUNTS
  • Average Account Value
    $256,795
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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