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Michael Schoenleber

30 Years of Experience
Elkton, MD
1 DisclosureBrokerSells Insurance

Michael Schoenleber is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elkton, MD, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

130 North Street, Elkton, MD, 21921

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2009
Other Business ActivitiesSells Insurance

Michael works as an associate at Fulton Bank, focusing on investment sales, and as a financial advisor for Fulton Financial Advisor, dedicating about half of his time to each. He also works as an agent for Specific Solutions selling life insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2011 - Present · 14 yrs 9 mos
Raymond James Financial Services, INC.Broker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
PNC Investments
April 2005 - February 2009 · 3 yrs 10 mos
PNC InvestmentsBroker
April 2005 - February 2009 · 3 yrs 10 mos
Wachovia Securities, LLC
January 2004 - April 2005 · 1 yr 3 mos
Wachovia Securities, LLCBroker
October 2000 - April 2005 · 4 yrs 6 mos
First Union Brokerage Services, INC.Broker
September 2000 - October 2000 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1997 - September 2000 · 3 yrs 3 mos
Prudential Securities IncorporatedBroker
February 1996 - June 1997 · 1 yr 4 mos
L.C. Wegard & CO., INC.Broker
November 1995 - November 1995 · 0 mos
State Registrations14 states
ARCADEFLLAMDMNNCNJNYPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Schoenleber - Financial Advisor | TrueAdvisor