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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 Fusella valdez is an Investment Advisor Representative at Prosperity Capital Advisors with over 20 years of experience in the financial services industry. Michael is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses. Michael holds the Series 65 license and is registered as an Investment Advisor Representative in Arizona and Texas. Michael specializes in Retirement Planning, College Savings, and Estate Planning.
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.
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OH
11/20/2024 - Present
Prosperity Capital Advisors (WESTLAKE OH)
IA
Issued 02/22/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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