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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hou is a financial advisor with Fidelity Personal and Workplace Advisors. He has been in the industry since July 5, 2017 and holds Series 7, Series 66 and SIE licenses. He specializes in providing financial planning, portfolio management for businesses and individuals and educational seminars. Michael Hou works with a wide range of clients including individuals, businesses, high-net-worth individuals and charitable organizations. Previous to Fidelity Personal and Workplace Advisors, Michael Hou was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael Hou is registered in 48 states and the District of Columbia.
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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CA
11/26/2018 - Present
Fidelity Personal AND Workplace Advisors (PASADENA CA)
CA
04/28/2017 - 08/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
BOTH
Issued 07/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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