Unclaimed
Michael Hartman is an investment advisor representative at Commonwealth Financial Network and has been working in the securities industry since December 13, 2002. Michael is licensed to provide financial advice in 27 states and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Michael's experience includes working with individuals, corporations, high net worth individuals, and pension and profit-sharing plans. Michael offers financial planning, pension consulting, educational seminars, and portfolio management services. Michael specializes in financial planning and investment management.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/18/2007 - Present
Commonwealth Financial Network (STUART FL)
FL
12/13/2002 - 06/18/2007
MUTUAL SERVICE CORPORATION (STUART FL)
BOTH
Issued 07/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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