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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Felix is a financial advisor with Edelman Financial Engines. Michael is a registered investment advisor in Arizona and Texas. Michael has been in the financial industry for over 30 years and has experience with a variety of financial products and services, including portfolio management, financial planning, and retirement planning. Michael's specialties include individuals, families, businesses, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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AZ
03/14/2020 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
10/04/2011 - 04/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
11/29/2010 - 09/19/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
11/19/2004 - 08/20/2010
WELLS FARGO INVESTMENTS, LLC (PHOENIX AZ)
CA
01/08/2003 - 12/04/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
TX
09/06/1995 - 12/20/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
05/19/1994 - 08/16/1994
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
NY
03/16/1993 - 12/14/1993
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
MO
01/07/1992 - 03/16/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
AZ
12/02/1991 - 01/15/1992
FRANKLIN-LORD, INC. (SCOTTSDALE AZ)
NA
08/06/1991 - 11/27/1991
FIRST AMERICAN BILTMORE SECURITIES, INC.
IA
Issued 12/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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