Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Luft is a financial advisor at Fidelity Personal And Workplace Advisors. Michael has been in the industry for over 10 years and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Michael specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Michael is committed to helping clients reach their financial goals and is dedicated to providing personalized service.
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
FL
12/01/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 11/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/07/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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