Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Carter is a financial advisor with Fidelity Personal and Workplace Advisors. Michael is licensed to provide investment advice in Oklahoma and Texas. Michael has been working in the financial industry since 2010. Michael has a Series 7, Series 63 and Series 66 securities license. Michael holds a Certified Financial Planner (CFP) designation. Michael is registered with FINRA as a registered representative. Michael is also registered with the states of California, Colorado, Florida, Idaho, Illinois, Indiana, Kansas, Nebraska, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas and Virginia. Michael has been with Fidelity Personal and Workplace Advisors since 2021. Michael has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Michael provides a variety of financial planning services, including portfolio management, investment advice, and educational seminars.
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.
1
2
OK
12/13/2021 - Present
Fidelity Personal AND Workplace Advisors (EDMOND OK)
OK
09/16/2021 - 10/21/2021
TD AMERITRADE, INC. (Oklahoma City OK)
OK
02/25/2021 - 08/03/2021
J.P. MORGAN SECURITIES LLC (EDMOND OK)
OK
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (Oklahoma City OK)
OK
05/16/2016 - 02/26/2018
SCOTTRADE, INC. (OKLAHOMA CITY OK)
NH
05/05/2010 - 05/03/2016
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 07/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michael Carter is the right advisor for you? Invested Better is here to help.
