Unclaimed
Michael Robert Aldemeyer is a financial advisor at Fidelity Personal And Workplace Advisors. Michael has been a registered representative for over 9 years. Michael holds the Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. Michael’s clients include individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael's experience with AXA Advisors, LLC helped Michael gain experience in the financial services industry before moving to Fidelity Personal And Workplace Advisors.
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.
1
2
NY
02/13/2020 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
01/01/2015 - 07/08/2015
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 02/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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