Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lutz is a financial advisor with Retirement Planners of America, located in Plano, TX. Michael has been in the financial services industry since 2013 and is a Certified Financial Planner. Michael specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Michael has a strong understanding of the financial markets and a proven track record of success in helping clients achieve their financial goals. Michael previously worked with Fidelity Investments and Fisher Investments.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
03/24/2023 - Present
Retirement Planners OF America (PLANO TX)
TX
04/13/2016 - 12/31/2020
FIDELITY DISTRIBUTORS COMPANY LLC (WESTLAKE TX)
TX
10/15/2013 - 02/25/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 10/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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