Unclaimed
Michael Slowik is an Investment Advisor Representative at Fidelity Personal and Workplace Advisors. Michael has been working in the securities industry since May 1992. Michael's current registrations include Series 66 and Series 7, and Michael is also registered with the state of Illinois. Michael has previously worked at Olde Discount Corporation and Baring & Brown, Inc. Michael specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
1
2
IL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SCHAUMBURG IL)
MI
01/23/1992 - 06/02/1992
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
10/19/1990 - 01/27/1992
BARING & BROWN, INC.
BOTH
Issued 05/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 03/13/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michael Slowik is the right advisor for you? Invested Better is here to help.