Michael ShaverCRD Number: 3000555
Current Firm: Oppenheimer & Company Inc.
Michael Shaver (CRD# 3000555) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Tampa, FL and has over 5 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Oppenheimer & Company Inc.||Tampa, FL||Jan 2015 - Current||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|
|Unemployed||Tampa, FL||Nov 2009 - May 2011||1|
|Regions Financial||Tampa, FL||Apr 2007 - Nov 2009||2|
|Homebanc Mortgage Corporation||Tampa, FL||Aug 2002 - Apr 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management9,080MILLIONS
Total Number of Accounts19,246ACCOUNTS
Average Account Value$471,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV