Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael MacHalicek is a financial advisor with Creative Planning. Michael has been in the industry since 2005, and has a broad range of experience in financial planning, portfolio management, and investment services. Michael has worked for several firms in the industry, including J.P. Morgan Securities LLC, Fidelity Brokerage Services LLC, and Chase Investment Services Corp. Michael is currently registered as a Registered Representative with the state of Michigan.
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.
Guidance on pension options to ensure a secure financial future.
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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MI
08/30/2023 - Present
Creative Planning (W. SOUTH LYON MI)
MI
08/19/2016 - 09/19/2017
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
MI
04/12/2010 - 07/22/2016
FIDELITY BROKERAGE SERVICES LLC (ANN ARBOR MI)
FL
01/24/2006 - 02/18/2009
FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)
IL
07/06/2005 - 08/04/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/28/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 10/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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