Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Leckington is a financial advisor with Fidelity Personal AND Workplace Advisors. Michael has been in the industry since June 19, 2000. Michael is registered with the state of Washington and Texas. Michael has a variety of designations including Certified Financial Planner. Fidelity Personal AND Workplace Advisors is a large firm based in Boston, Massachusetts. They have over 1,362,400 clients and manage over $818 Billion in assets.
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.
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2
WA
03/27/2019 - Present
Fidelity Personal AND Workplace Advisors (BELLEVUE WA)
UT
04/28/1998 - 01/27/2010
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 04/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2006
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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