Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mark Dvorkin is a financial advisor in Ponte Vedra Beach, Florida, currently associated with MAI Capital Management, LLC. Michael has 27 years of experience in the financial services industry. Michael is a registered Investment Advisor Representative (IAR) in Florida and holds a Series 7, Series 8 and Series 66. Prior to MAI Capital Management, LLC, Michael was associated with Fidelity Brokerage Services LLC in CORAL GABLES, Florida. Michael specializes in providing financial planning, portfolio management, and other services to high-net-worth individuals, corporations, and other businesses, charitable organizations, pension plans, and investment companies.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Percentage of non-investment income
1
2
FL
06/08/2021 - Present
MAI Capital Management, LLC (Ponte Vedra Beach FL)
FL
08/28/1995 - 04/24/2010
FIDELITY BROKERAGE SERVICES LLC (CORAL GABLES FL)
BOTH
Issued 09/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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