Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McCubbin is a financial advisor at Fidelity Personal and Workplace Advisors. Michael has been working in the financial industry since 2007 and has a strong track record of providing financial advice to individuals, families and businesses. Michael is committed to helping clients achieve their financial goals. Michael holds several licenses and designations including Series 7, 9, 10, and 66. Michael works in the Greenwood Village office of Fidelity Personal and Workplace Advisors.
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
CO
03/08/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
DC
04/09/2020 - 08/17/2020
ICMA-RC SERVICES, LLC (WASHINGTON DC)
CO
09/06/2012 - 11/21/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
02/15/2011 - 02/08/2012
KEY INVESTMENT SERVICES LLC (DENVER CO)
CO
01/05/2007 - 01/26/2011
EDWARD JONES (COLORADO SPRINGS CO)
CO
06/07/2006 - 11/16/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLORADO SPRINGS CO)
BOTH
Issued 06/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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