Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Spartz is a financial advisor who has been in the industry since 1986. Michael is currently registered with International Assets Investment Management, LLC and has been with the firm since July 2023. Prior to this, Michael worked at Moors & Cabot, Inc., Ameriprise Financial Services, Inc., Wells Fargo Clearing Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is licensed to provide investment advice in multiple states. Michael's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
Guidance on pension options to ensure a secure financial future.
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
07/05/2023 - Present
International Assets Investment Management, LLC (Clermont FL)
FL
01/22/2019 - 06/26/2023
MOORS & CABOT, INC. (WINTER PARK FL)
FL
04/04/2018 - 09/11/2018
AMERIPRISE FINANCIAL SERVICES, INC. (CLERMONT FL)
FL
04/12/2006 - 03/21/2018
WELLS FARGO CLEARING SERVICES, LLC (CLERMONT FL)
FL
11/03/1999 - 03/30/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
FL
06/09/1986 - 11/02/1999
INTERNATIONAL ASSETS ADVISORY CORPORATION (ORLANDO FL)
IA
Issued 04/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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