Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Metzger is a financial advisor with over 17 years of experience in the industry. Michael is currently registered with Fidelity Personal and Workplace Advisors in Missouri and Texas. Michael has a wide range of experience in financial planning, portfolio management, and educational seminars. Michael holds the Series 7, Series 66, and SIE licenses and has experience working with individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Prior to joining Fidelity Personal and Workplace Advisors, Michael worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company.
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
MO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ST. LOUIS MO)
MO
04/19/2005 - 05/12/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
MN
04/19/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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