Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Welton is a financial advisor registered with Fidelity Personal And Workplace Advisors. Michael has been in the financial industry since September 24, 1995. Michael specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Michael is registered with the state of Texas as an Investment Advisor Representative.
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
TX
05/02/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
NY
07/21/2011 - 03/26/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
05/28/2010 - 07/21/2011
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NC
12/27/2009 - 05/14/2010
VERITY INVESTMENTS, INC. (DURHAM NC)
MA
01/01/2008 - 02/18/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
RI
06/08/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MI
05/12/2000 - 05/08/2007
FIDELITY BROKERAGE SERVICES LLC (ANN ARBOR MI)
MI
08/24/1999 - 05/09/2000
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
CA
06/25/1999 - 08/19/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
05/09/1997 - 06/28/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
08/17/1994 - 05/19/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/17/1994 - 05/09/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michael Welton is the right advisor for you? Invested Better is here to help.
