Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sosniak is a financial advisor with Fidelity Personal and Workplace Advisors, with experience in the industry since June 2019. Michael has worked with clients in Colorado, Texas and other states. Michael is registered as an Investment Advisor Representative in Colorado and Texas. Michael earned his Series 66 license on April 13, 2021. Michael is a Series 7 and SIE licensed financial advisor. Michael's firm has over $818 billion in assets under management. Michael is a Words to Action trainer for the Anti-Defamation League, a civil rights organization.
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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2
CO
04/15/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
06/20/2019 - 03/03/2021
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
BOTH
Issued 04/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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