Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tafelski is a financial professional with over 30 years of experience in the industry. Michael is a registered representative of Fifth Third Securities, Inc. Michael's career spans multiple firms including Natcity Investments, Inc., Natcity Insurance Services, Inc., H&R Block Financial Advisors, Inc., and Olde Discount Corporation. Michael is a Certified Financial Planner (CFP®) and holds several industry certifications, including Series 7, 8, 24, 63, and 65. Michael has extensive experience providing financial advice to individuals, businesses, and institutions, and specializes in financial planning, portfolio management, and selection of other advisors.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
MI
02/05/2010 - Present
Fifth Third Securities, Inc. (BROWNSTOWN TOWNSHIP MI)
MI
06/22/2001 - 10/10/2007
NATCITY INVESTMENTS, INC. (NOVI MI)
OH
06/22/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
MI
09/09/1997 - 06/20/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NA
06/25/1993 - 04/29/1997
OLDE DISCOUNT CORPORATION
IA
Issued 3/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/1/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/16/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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