Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Pezza is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been working in the financial services industry since 2016. Michael is registered with FINRA and has a Series 7 and SIE license. Michael is also registered with the states of Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Maine, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia and Washington. Before joining Fidelity Personal And Workplace Advisors, Michael worked at J.P. Morgan Securities LLC and Charles Schwab & Co., Inc. Michael specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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
NY
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (LAKE GROVE NY)
NY
01/17/2017 - 05/13/2020
J.P. MORGAN SECURITIES LLC (New York NY)
NY
06/23/2016 - 12/22/2016
CHARLES SCHWAB & CO., INC. (FOREST HILLS NY)
BOTH
Issued 11/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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