Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Utz is a financial advisor with PFS Investments Inc. Michael has over 50 years of experience in the securities industry. Michael is registered with the state of Florida as an Investment Advisor Representative and is also registered in 14 other states. Michael's registrations span a broad range of securities and investment products. Michael also holds a Series 26 license, which allows him to supervise other 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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/08/2018 - Present
PFS Investments Inc. (ALTAMONTE SPRINGS FL)
NA
03/10/1981 - 01/14/1982
INVESTACORP, INC.
NA
08/16/1979 - 01/31/1981
WESTAMERICA FINANCIAL CORPORATION
NA
11/24/1975 - 09/29/1979
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
09/25/1975 - 04/18/1976
TRAVELERS EQUITIES SALES, INC.
NA
09/16/1975 - 10/30/1975
FIRST PARK EQUITIES, INC.
NA
08/01/1972 - 06/14/1975
WADDELL & REED, INC.
IA
Issued 11/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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