Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Zickert is a financial advisor with over 16 years of experience in the financial services industry. Michael currently works at Wells Fargo Clearing Services, LLC and has previously worked at PNC Investments, NATCITY INVESTMENTS, INC., and NYLIFE SECURITIES LLC. Michael holds the Series 6, 7, 63, and 65 securities licenses and is a Chartered Financial Consultant. Michael is registered to provide investment advice in 23 states and is also a Registered 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/06/2022 - Present
Wells Fargo Clearing Services, LLC (VERO BEACH FL)
FL
11/13/2009 - 10/07/2022
PNC INVESTMENTS (VERO BEACH FL)
FL
09/08/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (VERO BEACH FL)
FL
08/28/2006 - 09/12/2008
NYLIFE SECURITIES LLC (VERO BEACH FL)
IA
Issued 08/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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