Michele L Herzberg is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with RAYMOND JAMES & ASSOCIATES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 2023-03-27 | present | Yes |
| BWM ADVISORY LLC | 2020-08-24 | 2022-11-28 | — |
| USAA INVESTMENT SERVICES COMPANY | 2018-08-21 | 2019-07-17 | — |
| LUCIA CAPITAL GROUP | 2016-12-01 | 2018-03-19 | — |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2016-02-02 | 2016-06-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-11-19 | 2015-08-18 | — |
| CHARLES SCHWAB & CO., INC. | 2006-09-19 | 2013-01-23 | — |