Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Partee is an experienced financial advisor who has been working in the industry since 2008. Michael is a registered representative with Avantax Advisory Services, a leading financial services company. He is a Certified Financial Planner and holds both Series 7 and Series 66 licenses. Michael has a wide range of experience in financial planning, investment management, and insurance. He is dedicated to helping his clients achieve their financial goals. Michael is based in Lakewood Ranch, Florida and serves clients in a variety of states.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
02/01/2024 - Present
Avantax Advisory Services (Lakewood Ranch FL)
FL
05/23/2020 - 02/10/2023
CHARLES SCHWAB & CO., INC. (Temple Terrace FL)
FL
07/20/2012 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
TX
09/26/2008 - 07/05/2012
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 10/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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