Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McDermott is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been in the financial industry since 2022. Michael is a Series 7TO, Series 66, and Series 63 licensed representative. Michael's firm, Fidelity Personal And Workplace Advisors, is a large financial firm with over $800 billion in assets under management. The firm provides a variety of financial services, including financial planning, portfolio management, and educational seminars. Michael is registered to provide advisory services in numerous states.
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
OH
11/30/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE OH)
BOTH
Issued 02/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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