Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shevlino is a registered investment advisor representative with Fisher Investments. Michael has been in the industry for over 10 years. Michael has experience working at TD Ameritrade and Merrill Lynch. Michael holds the Series 6, 7, 9, 10, 63, and 65 licenses. Michael is currently registered in New Jersey, Pennsylvania, and Texas. The firm's main office is located in Plano, TX. The firm has over $298 billion in assets under management and provides services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
09/18/2023 - Present
Fisher Investments (PLANO TX)
NJ
01/13/2014 - 01/04/2019
TD AMERITRADE, INC. (MARLTON NJ)
NJ
01/27/2012 - 01/14/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
05/28/2009 - 12/15/2011
ING FINANCIAL PARTNERS, INC. (PHILADELPHIA PA)
IA
Issued 07/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Shevlino is the right advisor for you? Invested Better is here to help.
