Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kortfelt is a financial advisor with Schwab Wealth Advisory, Inc. Michael has been working in the financial services industry since 1999. Michael is registered with the state of Indiana and Texas as a registered representative and investment advisor. Michael holds the Series 7, Series 63, Series 65, and Series 24 securities licenses. Michael also holds the Certified Financial Planner designation. Michael has experience providing financial advice to individuals, businesses, and corporations.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
IN
01/10/2021 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
MI
01/12/2012 - 05/23/2014
ESSEX NATIONAL SECURITIES, LLC (BIRMINGHAM MI)
MI
11/25/2010 - 01/30/2012
LPL FINANCIAL LLC (NOVI MI)
MI
09/26/2006 - 07/17/2009
FIFTH THIRD SECURITIES, INC. (NOVI MI)
MI
04/08/2003 - 09/18/2006
NATCITY INVESTMENTS, INC. (ST. CLAIR SHORES MI)
NY
03/16/1999 - 04/08/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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