Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Yatkeman is a financial advisor with Fidelity Personal AND Workplace Advisors. Michael has been in the financial industry since 2002. Michael has licenses in 53 states and 2 territories. Michael is a Series 7 and Series 66 license holder and also holds the Series 31 license. Michael has experience working with a variety of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Michael provides a variety of financial services including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Michael currently works at the Boston branch of Fidelity Personal AND Workplace Advisors.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MN
06/07/2002 - 09/16/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
01/18/2001 - 01/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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