Unclaimed
Michael Odero Obudho is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been in the financial services industry since 2017. Michael is registered to provide investment advice in North Carolina and Texas. Michael holds Series 7, 9, 10, 24, 63, and 66 securities licenses. Michael has experience providing financial planning, educational seminars, and selection of other advisors. Michael also has experience in portfolio management for businesses and individuals. Michael's previous employers include TD Ameritrade Clearing, Inc., AXOS Clearing LLC, and COR Clearing LLC.
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
NC
11/15/2021 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NE
12/10/2019 - 05/25/2021
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
07/20/2017 - 11/21/2019
AXOS CLEARING LLC (OMAHA NE)
BOTH
Issued 11/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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