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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Preston Hewel is an investment advisor representative at Mercer Global Advisors Inc. Michael is a registered investment advisor in Colorado and holds Series 63, Series 65, and Series 7 licenses. Michael has been in the industry since 2007 and has worked for Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Cantor Fitzgerald & Co. before joining Mercer Global Advisors Inc. in 2018. Michael specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
Trust services, estate planning, tax return preparation, consultation
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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CO
08/31/2018 - Present
Mercer Global Advisors Inc. (DENVER CO)
CO
08/08/2008 - 05/23/2011
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
NY
04/16/2007 - 01/29/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/15/2007 - 03/20/2007
CANTOR FITZGERALD & CO. (NEW YORK NY)
IA
Issued 08/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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