Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ernest Kitces is a Certified Financial Planner™ and Chartered Financial Consultant® who is active in the state of Virginia and Missouri. Michael has been working in the industry for over 20 years and is currently an Investment Advisor Representative at Buckingham Strategic Wealth, LLC. Michael is also a co-founder of the XY Planning Network and AdvicePay. Michael provides financial planning advice to individuals, families, and businesses. He is a frequent speaker and writer on topics related to financial planning.
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.
Guidance on pension options to ensure a secure financial future.
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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VA
10/21/2020 - Present
Buckingham Strategic Wealth, LLC (RESTON VA)
CA
05/10/2001 - 11/27/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
07/12/2000 - 06/04/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 10/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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