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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 David Parris is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has over 10 years of experience in the financial services industry. Michael has been registered with the state of Illinois since 2012. Michael is also registered with the state of Texas. Michael holds Series 6, 7, 63 and 66 licenses as well as the SIE exam. Michael specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Michael has a diverse client base and works with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
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
IL
02/14/2022 - Present
Fidelity Personal AND Workplace Advisors (DEER PARK IL)
IL
10/01/2012 - 01/12/2022
J.P. MORGAN SECURITIES LLC (MT. PROSPECT IL)
IL
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PARK RIDGE, IL)
BOTH
Issued 06/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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