Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mead is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been in the financial industry since December 2006 and is registered in 52 states and 3 jurisdictions. Michael is also a Series 6, 7 and 66 licensed financial advisor and provides financial planning, educational seminars, and portfolio management for both 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.
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2
NH
01/14/2020 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
RI
08/03/2018 - 11/04/2019
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NH
01/20/2016 - 06/07/2018
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
ME
07/07/2003 - 02/24/2005
MEANS INVESTMENT CO., INC. (BANGOR ME)
MA
08/14/2002 - 08/15/2002
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
TX
08/24/1993 - 10/15/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
01/14/1991 - 08/13/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/14/1991 - 08/13/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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