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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 Kornegay is a financial advisor with Fidelity Personal and Workplace Advisors. Michael is a licensed investment advisor in Arizona and Texas, and has been in the financial industry since 2015. He is a Series 65, 63, 4, 10, 9, 57TO, SIE and 7 licensed professional. Michael's expertise spans financial planning, selection of other advisors, and portfolio management for businesses and individuals. Michael has previously worked for Robinhood Financial, LLC and Charles Schwab & Co., Inc. Michael is committed to providing personalized financial advice to help clients achieve their financial goals.
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
AZ
09/15/2023 - Present
Fidelity Personal AND Workplace Advisors (PEORIA AZ)
AZ
02/23/2021 - 06/03/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
TX
09/17/2015 - 10/21/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
IA
Issued 07/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2021
Series 4 - Registered Options Principal Examination
BC
Issued 09/30/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2021
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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