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 Schaltz is a registered representative at Fifth Third Securities, Inc. Schaltz has been in the financial services industry since 2009 and is licensed to provide investment advice in 52 states and Puerto Rico. Schaltz has been with Fifth Third Securities, Inc. since December 2009. Schaltz holds the Series 7, Series 79, Series 63, and SIE licenses. In addition to investment advice, Schaltz also provides financial planning, portfolio management for businesses and individuals, and selection of other advisers. Schaltz is licensed to provide investment advice to individuals, businesses, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
OH
12/10/2009 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
BC
Issued 01/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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