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Michael Steven Solesky

Raymond James Financial Services Advisors, Inc

Itasca, IL

CRD 2004365

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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2009-01-02
  • IL RA
    APPROVED
    Since 2009-01-02

Branch Locations

500 Park Blvd Suite 165C, Itasca, IL 60143 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Chicago IL 09/2000 Present
Raymond James Financial Services Advisors, Inc Itasca IL 01/2009 Present
Other Businesses

(1)Name of Business: Tistle, Solesky & Burgman Financial Services Address: branch 6nf, itasca, IL, 60143, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/23/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: branch support company (2)Name of Business: Tistle, Solesky And Burgman Financial Services Address: 500 Park Blvd Ste 165c Itasca IL 60143, itasca, IL, 60143, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 09/21/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (3)Name of Business: Tistle,solesky &burgman Financial Address: 500park blvdste165c itasca il. 60143, itasca, IL, 60143, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/29/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance, fixed annuities and term life

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-25
S63 Uniform Securities Agent State Law Examination 1991-01-30
  • S65 Uniform Investment Adviser Law Examination
    1998-08-25
  • S63 Uniform Securities Agent State Law Examination
    1991-01-30
Other Names
  • Michael Solesky

View on SEC IAPD

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