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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 Stevenson is a financial advisor with Fidelity Personal and Workplace Advisors. Michael has been in the financial industry for over 10 years and has experience in various sectors. Michael is licensed and registered in Minnesota. He has passed exams such as Series 7TO, Series 66, and SIE, and is currently registered as a Registered Representative (RR) for the firm. He is also registered as an Investment Advisor Representative (IAR) for the firm. Michael specializes in working with high net worth individuals, pension and profit-sharing plans, corporations, and individuals other than high net worth clients. Michael provides financial planning, educational seminars, selection of other advisors, portfolio management for individuals and businesses.
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
MN
07/25/2024 - Present
Fidelity Personal AND Workplace Advisors (EDINA MN)
MN
10/25/2022 - 07/09/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
08/29/2022 - 09/19/2022
CHARLES SCHWAB & CO., INC. (Edina MN)
BOTH
Issued 03/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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