Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gerard Barwacz is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been working in the financial services industry since 2009. Michael holds a Series 3, 4, 7, 24, 63 and 66 license and is registered in 26 states. Michael has been an advisor at Fidelity Personal And Workplace Advisors since 2019 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and TD Ameritrade, Inc. Michael provides a range of financial services to individuals and businesses, including financial planning, portfolio management, and educational seminars.
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
IL
01/30/2020 - Present
Fidelity Personal AND Workplace Advisors (GENEVA IL)
IL
05/03/2018 - 06/26/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
05/26/2010 - 12/04/2017
TD AMERITRADE, INC. (CHICAGO IL)
IL
07/28/2008 - 05/26/2010
THINKORSWIM, INC. (CHICAGO IL)
BOTH
Issued 07/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 02/23/2010
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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