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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 Clyde Fritch is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been in the industry since 2007. Michael holds the Series 63, Series 66, Series 7, Series 9, and Series 10 licenses. Michael is registered with 53 state securities authorities, in addition to the state of Texas and Utah for investment advisory services. Michael has a designation as a Certified Financial Planner. Michael is also registered with FINRA. Fidelity Personal And Workplace Advisors is a registered investment advisor with the SEC and manages between $1 billion and $10 billion in assets. The firm provides financial planning services, educational seminars and other services, including selection of other advisors, portfolio management for businesses and individuals.
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
UT
01/08/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
12/14/2007 - 01/10/2017
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 12/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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