Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fidler is a financial advisor with over 25 years of experience in the industry. He currently works with J. W. Cole Advisors, Inc. and Comprehensive Financial Consultants Institutional, Inc. in Indiana. Michael is licensed in Indiana, Kentucky, Michigan, North Carolina, and Texas. His areas of expertise include financial planning, portfolio management, and hourly & fixed-rate consulting. Michael has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. He is committed to providing his clients with personalized advice and guidance to help them 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.
Hourly & fixed rate consulting
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.
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2
FL
10/22/2013 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
IN
04/11/2006 - 10/07/2013
SAMMONS SECURITIES COMPANY, LLC (BEDFORD IN)
NY
05/03/1999 - 03/28/2006
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
09/22/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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