Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Georgalas is a financial advisor at Fidelity Personal And Workplace Advisors in Orland Park, Illinois. Michael has been in the financial industry since May 11, 2013 and is registered with the state of Illinois. Michael is a Registered Representative and an Investment Advisor Representative. Michael has a Series 7, Series 9, Series 10, Series 66 and a SIE license. Michael has previously been employed at J.P. Morgan Securities LLC and Fidelity Brokerage Services LLC.
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
IL
09/26/2022 - Present
Fidelity Personal AND Workplace Advisors (ORLAND PARK IL)
IL
10/20/2017 - 08/07/2022
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
04/03/2013 - 10/17/2017
FIDELITY BROKERAGE SERVICES LLC (SCHAUMBURG IL)
BOTH
Issued 09/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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