Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Roberson is an investment advisor representative with Fidelity Personal And Workplace Advisors, located in Merrimack, NH. Michael has been in the industry since February 2020. He holds Series 7TO, SIE and Series 66 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and several states.
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.
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2
NH
06/11/2020 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 06/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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