Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kortfelt is a financial advisor who has been working in the financial services industry since September 27, 2000. Michael is currently registered with Charles Schwab & Co., Inc. and is a Certified Financial Planner. Prior to joining Charles Schwab & Co., Inc., Michael worked at Essex National Securities, LLC, LPL Financial LLC, Fifth Third Securities, Inc., NatCity Investments, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael has a wide range of experience in the financial services industry and is well-equipped to help clients achieve their financial goals. Michael is committed to providing personalized financial advice to help clients make informed financial decisions.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
IN
01/10/2021 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
MI
01/12/2012 - 05/23/2014
ESSEX NATIONAL SECURITIES, LLC (BIRMINGHAM MI)
MI
11/25/2010 - 01/30/2012
LPL FINANCIAL LLC (NOVI MI)
MI
09/26/2006 - 07/17/2009
FIFTH THIRD SECURITIES, INC. (NOVI MI)
MI
04/08/2003 - 09/18/2006
NATCITY INVESTMENTS, INC. (ST. CLAIR SHORES MI)
NY
03/16/1999 - 04/08/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 9/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/7/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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