Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ferris is a financial advisor who has been in the industry since 1995. Michael is currently registered with Fidelity Personal And Workplace Advisors. Michael works with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Michael offers financial planning, educational seminars, and selection of other advisors, and provides portfolio management for individuals and businesses.
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
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (UNION KY)
KY
10/18/2005 - 10/30/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
RI
07/08/1998 - 11/11/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
01/16/1996 - 07/08/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
11/08/1995 - 12/17/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
BOTH
Issued 07/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michael Ferris is the right advisor for you? Invested Better is here to help.
