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Michele Ann Valentine-Dobschensky

Raymond James & Associates, Inc.

Bay City, MI

CRD 4293431

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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 & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-12-14
  • MI RA
    APPROVED
    Since 2022-12-14

Branch Locations

122 Uptown Drive Suite 401, Bay City, MI 48708 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Bay City MI 04/2016 11/2016
Wells Fargo Clearing Services, Llc Bay City MI 11/2016 05/2018
Raymond James & Associates, Inc. Bay City MI 05/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-10
S63 Uniform Securities Agent State Law Examination 2004-10-21
  • S66 Uniform Combined State Law Examination
    2022-12-10
  • S63 Uniform Securities Agent State Law Examination
    2004-10-21
Other Names
  • Michele Ann Darling
  • Michele Ann Hess
  • Michele A Darling
  • Michele Ann Valentine

View on SEC IAPD

Nearby Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
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Nearby Investors

MARK RAYMOND RECKER
LEE WALTER MILLER
BRIAN THOMAS ABRAHAM

Nearby Offices

RECKER FINANCIAL LLC · BAY CITY, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Bay City, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Bay City, MI

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