Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Leffard is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been working in the financial services industry since 2017 and has a Series 7, 6, 63, and 65 license. He is registered to provide investment advice in 15 states. Michael provides financial planning, educational seminars, and selection of other advisors. He also manages investment portfolios for individuals and businesses. He has a strong understanding of financial markets and investment strategies. Michael is committed to providing clients with personalized and comprehensive financial advice.
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
OH
05/06/2022 - Present
Fidelity Personal AND Workplace Advisors (FAIRLAWN OH)
OH
06/26/2017 - 02/22/2022
CITIZENS SECURITIES, INC. (BRECKSVILLE OH)
IA
Issued 01/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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