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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 Stephen Ellis is a financial advisor with Fisher Investments. Michael has been working in the financial services industry since 2000 and has a wide range of experience. Michael holds the Series 7, Series 63, Series 66, Series 9, and Series 10 licenses. Michael is registered to provide investment advice in Florida and Texas. Prior to joining Fisher Investments, Michael worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Charles Schwab & Co., Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
08/16/2022 - Present
Fisher Investments (PLANO TX)
FL
02/21/2014 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TAMPA FL)
MI
02/23/2000 - 01/28/2014
CHARLES SCHWAB & CO., INC. (SOUTHFIELD MI)
BOTH
Issued 01/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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