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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 Cornwell is a financial advisor at Fidelity Personal and Workplace Advisors, with over 20 years of experience in the financial services industry. Michael is a registered representative in Michigan, Ohio, and Texas. He holds Series 63, 66, 7, 9, 10 and SIE licenses and previously worked for TD Ameritrade, Inc., Scottrade, Inc., and Charles Schwab & Co., Inc. Michael provides a wide range of financial planning and investment advisory services, including portfolio management, financial planning and educational seminars. Michael specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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
MI
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (FARMINGTON MI)
WI
03/13/2018 - 01/11/2021
TD AMERITRADE, INC. (Middleton WI)
WI
09/19/2016 - 03/13/2018
SCOTTRADE, INC. (MEQUON WI)
IN
08/17/2007 - 05/09/2016
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
TX
11/03/1998 - 03/27/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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