Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Norman is an investment advisor representative registered with Fidelity Personal And Workplace Advisors. Michael has been in the securities industry since May 2018. Michael has passed the Series 63, Series 65, Series 7 and SIE exams. Michael is registered in 15 states including: California, Delaware, District of Columbia, Florida, Massachusetts, Michigan, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and New York. Michael previously worked at NATIONAL FINANCIAL SERVICES LLC in Westlake, TX.
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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NY
05/19/2023 - Present
Fidelity Personal AND Workplace Advisors (GARDEN CITY NY)
TX
05/09/2018 - 09/03/2019
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
IA
Issued 01/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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