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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 Suseck is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been in the financial industry since 1996. Michael is a registered investment advisor in New Jersey and Texas, and is also registered to offer securities in 52 states and the District of Columbia. Michael holds the Series 63, 65, 66 and 7 licenses. Michael works with a variety of clients, including high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Michael's specializations include financial planning, portfolio management, and educational seminars.
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
NJ
09/20/2021 - Present
Fidelity Personal AND Workplace Advisors (WEST NEW YORK NJ)
NY
11/18/2005 - 01/29/2020
BNY MELLON SECURITIES CORPORATION (New York NY)
NJ
05/28/1998 - 10/13/2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
05/17/1995 - 04/24/1998
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
08/09/1994 - 05/15/1995
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 09/16/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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