Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Moceri is a financial advisor at Fidelity Personal and Workplace Advisors. Michael has over 28 years of experience in the financial services industry. Michael has a strong background in providing financial advice to individuals and families. Michael is a Certified Financial Planner.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
05/30/2008 - 06/14/2010
FIRST ALLIED SECURITIES, INC. (ST. JOHNS FL)
MI
03/18/1999 - 05/30/2008
FFP SECURITIES, INC. (SHELBY TOWNSHIP MI)
NY
09/26/1996 - 03/16/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
09/14/1994 - 09/19/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 08/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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