MV
MV

Michele Valentine-Dobschensky

21 Years of Experience
Bay City, MI
Broker

Michele Valentine-Dobschensky is a registered investment advisor at Raymond James & Associates, INC., based in Bay City, MI, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

122 Uptown Drive, Suite 401, Bay City, MI, 48708

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
December 2022 - Present · 3 yrs 5 mos
Raymond James & Associates, INC.Broker
May 2018 - Present · 8 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2016 - May 2018 · 1 yr 11 mos
Wells Fargo Clearing Services, LLCBroker
May 2016 - May 2018 · 2 yrs
Morgan StanleyBroker
June 2012 - January 2016 · 3 yrs 7 mos
Ameriprise Financial Services, INC.Broker
October 2009 - June 2012 · 2 yrs 8 mos
Ameriprise Advisor Services, INC.Broker
September 2004 - October 2009 · 5 yrs 1 mo
State Registrations1 state
MI
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.
Michele Valentine-Dobschensky - Financial Advisor | TrueAdvisor