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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 Bombara is an investment advisor representative at Fidelity Personal And Workplace Advisors. Michael has been in the financial industry since 1998. Michael specializes in Financial Planning, Portfolio Management for Individuals and Businesses and Educational Seminars. Michael has registration in 53 states and holds the Series 7, 9, 24, 63, and 66 licenses.
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
FL
07/17/2023 - Present
Fidelity Personal AND Workplace Advisors (ST PETERSBURG FL)
CO
01/08/2009 - 02/09/2010
TRANSAMERICA CAPITAL, INC. (DENVER CO)
PA
01/16/2008 - 01/12/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
RI
01/26/2006 - 01/23/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
12/15/1997 - 02/14/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 10/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/09/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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