Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Callaway is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been in the financial services industry since December 19, 2002. Michael is registered to provide investment advice in the state of Texas. Michael is also a Certified Financial Planner. The advisor has worked with clients in various sectors including corporations, individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Michael is also an author and provides fiction writing and political commentary in addition to his financial advising work.
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
TX
03/22/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
06/06/2014 - 06/07/2016
KESTRA INVESTMENT SERVICES, LLC (SOUTHLAKE TX)
TX
06/10/2013 - 01/21/2014
EDWARD JONES (NORTH RICHLAND HILLS TX)
TX
01/03/2012 - 06/14/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
06/19/2007 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
06/02/2004 - 05/31/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
RI
06/05/2003 - 06/02/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
10/30/2001 - 11/01/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michael Callaway is the right advisor for you? Invested Better is here to help.
