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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 Bocina is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been in the financial services industry since 1995. Michael is registered with FINRA and has a Series 7, Series 24 and Series 63. Michael is also a Certified Financial Planner. Michael works with clients to provide financial planning, educational seminars, and portfolio management. Michael is also licensed to provide investment advisory services in New Jersey and Texas. Michael has been with Fidelity Personal And Workplace Advisors since 2018.
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
NJ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MORRISTOWN NJ)
NJ
06/02/2006 - 09/26/2012
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NJ
11/09/1999 - 01/24/2006
PERSHING LLC (JERSEY CITY NJ)
NY
08/27/1996 - 10/12/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/22/1994 - 05/20/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 09/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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