Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Dwyer is an investment advisor representative at Fidelity Personal and Workplace Advisors. Michael has been in the financial services industry since March 17, 2008, having previously worked at Scottrade, Inc. and Fidelity Brokerage Services LLC. Michael holds the Series 7, 9, 10, 63, and 66 licenses and has passed the Securities Industry Essentials Examination (SIE). Michael specializes in financial planning, portfolio management, and educational seminars.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MO
11/18/2011 - 07/24/2012
SCOTTRADE, INC. (ST. LOUIS MO)
KY
09/24/2007 - 06/07/2011
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 03/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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