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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 Robert Campbell is a financial advisor with Fidelity Personal and Workplace Advisors. Michael Campbell is registered with the state of New York, Texas and is licensed to provide investment advice in 14 states. Michael Robert Campbell has been working in the financial industry since 2020. Michael Campbell holds the Series 7, Series 66 and SIE exams, as well as state securities licenses in California, Connecticut, Delaware, Florida, Massachusetts, Michigan, New Jersey, New York, Oregon, Pennsylvania, Texas, and Washington. Michael Campbell is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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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NY
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NJ
10/03/2022 - 09/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERSEY CITY NJ)
NH
08/25/2021 - 05/27/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NJ
08/07/2020 - 06/25/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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