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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lewis Markovic is an investment advisor representative with Onedigital Investment Advisors. Michael has been in the industry for 17 years, having previously worked for HIGHTOWER SECURITIES, LLC, PSA EQUITIES, INC., T. ROWE PRICE INVESTMENT SERVICES, INC., and INVESMART SECURITIES, LLC. Michael specializes in working with individual investors, as well as with charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities. Michael is registered in Maryland and has a Series 65, 66, 7 and SIE license.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
06/01/2021 - Present
Onedigital Investment Advisors (Baltimore MD)
MD
09/15/2014 - 06/08/2021
HIGHTOWER SECURITIES, LLC (Baltimore MD)
MD
07/07/2010 - 09/12/2014
PSA EQUITIES, INC. (HUNT VALLEY MD)
MD
02/18/2004 - 04/29/2009
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
PA
05/22/2002 - 09/26/2003
INVESMART SECURITIES, LLC (PITTSBURGH PA)
IA
Issued 11/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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