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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 Domonic Baril is a financial advisor with over 17 years of experience in the financial services industry. Michael is currently registered with Fidelity Personal And Workplace Advisors and is licensed in a number of states including California, Ohio and Texas. Michael holds the Series 6, 7, 31 and 66 licenses, as well as the SIE designation and is a CERTIFIED FINANCIAL PLANNER™. Prior to joining Fidelity, Michael held positions at several other financial institutions including USAA Financial Advisors, Chase Investment Services Corp., Morgan Stanley & Co. Incorporated, Bear, Stearns & Co. Inc. and J.P. Morgan Institutional Investments Inc.
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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CA
01/18/2019 - Present
Fidelity Personal AND Workplace Advisors (IRVINE CA)
CA
04/18/2011 - 07/22/2016
USAA FINANCIAL ADVISORS, INC. (IRVINE CA)
TX
05/27/2009 - 03/23/2011
CHASE INVESTMENT SERVICES CORP. (RICHARDSON TX)
TX
06/09/2008 - 01/12/2009
MORGAN STANLEY & CO. INCORPORATED (DALLAS TX)
TX
10/30/2006 - 09/12/2007
BEAR, STEARNS & CO. INC. (DALLAS TX)
TX
08/17/2005 - 10/06/2006
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (DALLAS TX)
IL
01/31/2005 - 04/05/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
07/30/2003 - 11/04/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
04/04/2000 - 03/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NE
10/19/1999 - 02/23/2000
AMERITRADE (BELLEVUE NE)
NY
09/23/1998 - 02/26/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
09/23/1998 - 02/26/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
RI
10/02/1997 - 12/04/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 01/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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