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Michael David Schwitz

Harbour Investments, Inc.

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About Michael David Schwitz

Michael Schwitz is a financial advisor with Harbour Investments, Inc. Michael has been in the industry since 1982 and has a wide range of experience in the financial services industry. Michael has passed the Series 63, Series 66, Series 7, and Series 1 exams. He has offices in Venice, Florida.

Firm Information

Michael Schwitz is currently registered with Harbour Investments, Inc.. Harbour Investments, Inc. is a Corporation based in Madison, WI, formed in 1987 and approved by the SEC. With over 200 licensed agents and investment advisor representatives, the firm manages between $1 billion and $10 billion in assets for a wide range of clients, including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and pension plans. Harbour Investments, Inc. offers financial planning, portfolio management for individuals, and selection of other advisors. The firm is registered in all 50 states and the District of Columbia.
Harbour Investments, Inc.

575 D'ONOFRIO DRIVE

MADISON, WI 53719

$6.10B

Assets Under Management

3,206

Total Clients

274

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Schwitz’s Registration & Firm History

FL

01/31/2017 - Present

Harbour Investments, Inc. (Venice FL)

CO

02/17/1988 - 12/19/1988

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

NA

11/23/1988 - 12/15/1988

HARBOUR INVESTMENTS, INC.

NA

06/10/1985 - 03/03/1988

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NA

03/09/1984 - 04/10/1985

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NA

11/13/1980 - 12/03/1982

ARGUS INVESTMENTS, INC.

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Licenses & Designations

BOTH

Issued 04/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/01/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1993

Series 7 - General Securities Representative Examination

BC

Issued 10/29/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael David Schwitz.
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