Michael HlavekCRD Number: 3189588
Current Firm: Raymond James Financial Services Advisors, Inc.
Michael Hlavek (CRD# 3189588) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winter Park, FL and has over 17 years of experience in the finance industry. Michael Hlavek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Concurrent Advisors||Winter Park, FL||Aug 2017 - Current||< 1|
|Raymond James Financial Services Advisors Inc.||Winter Park, FL||Dec 2013 - Current||4|
|Raymond James Financial Services, Inc.||Winter Park, FL||Nov 2013 - Current||4|
|Morgan Stanley Smith Barney||Winter Park, FL||Jun 2009 - Nov 2013||4|
|Citigroup Global Markets Inc.||Winter Park, FL||Feb 1999 - Jun 2009||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2000|
|S65||NASAA Investment Advisors Law Examination||Jul 2000|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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