Raymond James Financial Services Advisors, Inc
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About this Advisor
Michael Guidroz is a certified financial planner working in San Diego, California, who has been in the industry for 16 years. Guidroz works at Raymond James Financial Services Advisors, Inc. The advisor has gained experience at Wells Fargo Advisors LLC, Ubs Financial Services, Wells Fargo Investments, LLC, Raymond James Financial Services, Inc and Raymond James Financial Services Advisors Inc. Guidroz holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Raymond James Financial Services Advisors, Inc is a business operating in San Diego, California. The firm has offices in 2,040 locations and a total of 5,600 employees. It administers $81 billion in assets under management across its 280,698 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 100 charities and foundations. Of its 280,698 customer accounts, just 7% belong to high-net-worth investors who have at least $1 million in investable assets. The company offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Raymond James Financial Services Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Raymond James Financial Services Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Guidroz Work History
Michael has 16 years of experience.
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Wells Fargo Advisors LLC
Wells Fargo Investments, LLC
Ubs Financial Services
Michael Guidroz has disclosures.
Please visit their SEC profile for more details.