Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Whited is a financial advisor with Fidelity Personal And Workplace Advisors, a large firm based in Boston, Massachusetts. Michael has been in the financial industry since August 8, 2011 and specializes in providing investment advisory services to individuals, families, and businesses. Michael is registered with FINRA and has a strong track record of success in helping clients achieve 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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CO
11/11/2014 - 03/20/2015
GWFS EQUITIES, INC. (ENGLEWOOD CO)
CO
09/07/2012 - 08/14/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
IN
11/24/2010 - 07/09/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
BOTH
Issued 03/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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