Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Verroi is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has over 30 years of experience in the financial industry, beginning their career in 1991. Michael is registered to provide investment advice in 27 states and is a Certified Financial Planner. Michael is also a Registered Representative of Fidelity Brokerage Services LLC. Michael provides financial advice to individuals and families, businesses, and charitable organizations. They specialize in providing investment advice, financial planning, and retirement planning.
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
GA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ALPHARETTA GA)
GA
01/04/2010 - 02/24/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (ALPHARETTA GA)
GA
04/02/2008 - 12/12/2008
METLIFE SECURITIES INC. (ATLANTA GA)
GA
08/25/2003 - 04/16/2008
NEW ENGLAND SECURITIES (ALPHARETTA GA)
NY
10/25/1991 - 08/28/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 02/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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