Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mayer is a financial advisor with Fidelity Personal and Workplace Advisors. Michael has been working in the financial services industry since 2014 and is licensed to provide investment advice in Colorado and Texas. Michael has a Series 6, 7, 63, and 66 licenses and the SIE exam. Michael also owns and operates Windschrift LLC, a private trading business in Aurora, Colorado. Michael offers a variety of services including 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
CO
06/17/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
07/16/2014 - 03/08/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Denver CO)
BOTH
Issued 04/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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