Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dale Schlebach is an investment advisor representative currently registered with Fisher Investments. Michael has been in the financial industry since 1991. Michael has experience providing financial services to insurance companies, individuals, charitable organizations, corporations, and other investment advisors. Michael is currently registered with the state of Texas to provide investment advice, but has been registered in Rhode Island in the past. Michael has passed the Series 6, Series 7, Series 63 and Series 65 exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
03/01/2022 - Present
Fisher Investments (PLANO TX)
TX
03/01/2019 - 11/17/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
RI
11/09/1993 - 05/10/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
11/06/1991 - 11/04/1993
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
IA
Issued 03/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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