Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Philip Potempa is a registered investment advisor representative at Fisher Investments, a firm with more than $298.7 billion in assets under management. Michael has been in the financial industry for over 3 years and has passed the Series 63, 65 and SIE examinations. Michael has experience working with individuals, high net worth individuals, corporations, other investment advisors, insurance companies, charitable organizations, investment companies, state or municipal government entities, and pooled investment vehicles. Michael holds licenses in Florida and Texas.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
07/28/2022 - Present
Fisher Investments (Tampa FL)
NY
08/09/2019 - 05/31/2022
KEY INVESTMENT SERVICES LLC (Lockport NY)
IA
Issued 07/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Michael Potempa is the right advisor for you? Invested Better is here to help.
