Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Angelo Youssef is an investment advisor representative at Fidelity Personal And Workplace Advisors, a firm with offices in Boston, Massachusetts. Michael Angelo Youssef has been in the financial services industry for over 14 years. Michael Angelo Youssef has a strong background in financial planning and portfolio management. Michael Angelo Youssef is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 9, Series 10, and Series 66 licenses.
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
MA
07/19/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
12/18/2009 - 07/13/2010
EDWARD JONES (CHINO HILLS CA)
BOTH
Issued 12/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michael Youssef is the right advisor for you? Invested Better is here to help.
