Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fitzpatrick is a financial advisor registered with Arete Wealth Advisors, LLC. Michael has been in the industry since 2016 and has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients. Michael has worked with firms such as AllianceBernstein Investments, Inc. and B. Riley Wealth Management, where he gained experience in portfolio management and investment advisory services. Michael is committed to helping clients achieve their financial goals and offers a personalized approach to investment advice. He is dedicated to helping his clients make informed decisions about their finances and to providing them with the resources they need to reach their objectives.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
02/12/2024 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
IL
06/12/2023 - 09/27/2023
B. RILEY WEALTH MANAGEMENT (OAKBROOK TERRACE IL)
TN
01/24/2019 - 10/12/2021
ALLIANCEBERNSTEIN INVESTMENTS, INC. (Nashville TN)
TX
10/03/2017 - 12/14/2018
ASCENDANT ALTERNATIVE STRATEGIES, LLC (Austin TX)
TN
07/12/2016 - 09/21/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 07/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Fitzpatrick is the right advisor for you? Invested Better is here to help.
