Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Grefer is an investment advisor representative with Fidelity Personal And Workplace Advisors. Michael has been in the industry since June 2005 and is registered in Ohio, Texas and Utah. Michael is a registered representative in Ohio and Texas. Fidelity Personal And Workplace Advisors is a registered investment advisor firm with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CINCINNATI OH)
BOTH
Issued 12/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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