Unclaimed
Michael Sugalski is a financial professional with over 15 years of experience in the industry. Michael is currently registered with Fidelity Brokerage Services LLC. Michael has a strong background in investment company products and variable contracts, having held positions at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Michael is also licensed in the state of New Hampshire.
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.
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.
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2
NH
01/27/2011 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NC
01/01/2008 - 02/19/2009
FIDELITY BROKERAGE SERVICES LLC (CARY NC)
NC
11/16/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CARY NC)
BC
Issued 05/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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