Michael Borza, financial advisor Virginia Beach VA

Michael Borza

CRD Number: 1895162
Current Firm: Raymond James & Associates, Inc.

Michael Borza (CRD# 1895162) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Virginia Beach, VA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Virginia Beach, VA Jan 2020 - Current 4
Bank Of America, N.a. Virginia Beach, VA Jul 2011 - Jan 2020 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach, VA Jul 2011 - Jan 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Jul 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Borza
Phone Number: 727-567-1000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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