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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 Parkin is an investment advisor representative at Fidelity Personal and Workplace Advisors. Michael has been in the industry since 2009 and has a broad range of experience, including investment advisory services, financial planning, and portfolio management for individuals and businesses. Michael has a strong track record of success and is committed to helping clients achieve their financial goals. Michael is also a registered investment advisor in Texas and Utah.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
11/01/2011 - 04/11/2012
KEY INVESTMENT SERVICES LLC (SALT LAKE CITY UT)
UT
09/11/2009 - 09/09/2011
CHASE INVESTMENT SERVICES CORP. (SALT LAKE CITY UT)
IA
Issued 02/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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