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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 Betterman is an investment advisor representative at Fidelity Personal And Workplace Advisors. Michael has been in the financial industry since 1997. Michael is registered with FINRA and holds the Series 63, Series 66, Series 7, and Series 9 licenses. Michael is also registered as an Investment Advisor Representative in Florida, Massachusetts, New Hampshire, Texas, and Utah. Michael has worked at Fidelity Personal And Workplace Advisors since July 2018. Prior to that, Michael was with Charles Schwab & Co., Inc. and TD Waterhouse Investor Services, Inc. Michael specializes in Retirement Planning, College Savings, Mutual Funds, Stocks and Bonds, and Fixed Annuities. Michael works with individuals, high-net-worth individuals, corporations, and charitable organizations.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SAINT AUGUSTINE FL)
FL
05/27/2005 - 01/11/2007
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
TX
01/29/2004 - 07/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
12/21/2002 - 01/21/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
07/18/1997 - 01/08/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2013
Series 4 - Registered Options Principal Examination
BC
Issued 08/14/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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