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 Kolditz is a financial advisor with over 16 years of experience in the financial services industry. Michael has a broad range of experience in the financial services industry, having worked with several firms prior to Fidelity Personal and Workplace Advisors. Michael has Series 63, 65, 7, and SIE licenses. Michael is registered to provide investment advice in all 50 states and the District of Columbia. Michael is also a Registered Representative with FINRA.
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.
1
2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
07/09/2012 - 08/12/2013
TD AMERITRADE, INC. (DRAPER UT)
UT
01/18/2012 - 07/03/2012
MORGAN STANLEY SMITH BARNEY (SOUTH JORDAN UT)
NJ
05/05/2010 - 05/18/2011
E*TRADE CLEARING LLC (JERSEY CITY NJ)
UT
10/20/2006 - 05/18/2011
E*TRADE SECURITIES LLC (SANDY UT)
IA
Issued 03/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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