Unclaimed
Michael Ragg is a financial advisor with Fidelity Personal And Workplace Advisors located in Whippany, New Jersey. Michael has been in the financial services industry for over 17 years. Michael is registered to provide investment advice in 53 states and is a registered representative of Fidelity Personal And Workplace Advisors. Michael has a strong background in financial planning and portfolio management for individuals and businesses. Michael is committed to helping clients achieve their financial goals and build a secure future.
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
NJ
03/30/2022 - Present
Fidelity Personal AND Workplace Advisors (WHIPPANY NJ)
NJ
04/14/2016 - 03/11/2021
EQUITABLE ADVISORS, LLC (MORRISTOWN NJ)
NJ
05/02/2008 - 04/06/2016
GARDEN STATE SECURITIES, INC. (HACKENSACK NJ)
NJ
01/01/2004 - 05/08/2008
J.P. TURNER & COMPANY, L.L.C. (HACKENSACK NJ)
BOTH
Issued 11/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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