Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Farrell is a financial advisor with Fidelity Institutional Wealth Adviser LLC. Michael has been in the financial industry since April 2008 and has experience providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 24, Series 63, and Series 66 licenses. He is also a Registered Investment Advisor (RIA) in Massachusetts and Texas. Fidelity Institutional Wealth Adviser LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and provides investment advice to a wide range of clients, including individuals, families, corporations, and institutions.
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.
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.
Overlay portfolio management; non-discretionary investment advice
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
MA
10/14/2020 - Present
Fidelity Institutional Wealth Adviser LLC (EAST LONGMEADOW MA)
MA
03/14/2008 - 03/28/2014
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
BOTH
Issued 09/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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