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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 Todd Messina is a financial advisor with Fidelity Personal and Workplace Advisors. Michael has been working in the financial industry since 2008 and has a strong record of success in helping clients achieve their financial goals. Michael is a registered representative and investment advisor representative with FINRA and the SEC. Michael is also a registered investment advisor in New Jersey and Texas. Michael holds the Series 6, 7, 63 and 66 licenses and is also a SIE exam holder.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
09/08/2014 - 04/13/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MARLTON NJ)
NJ
07/04/2008 - 07/31/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MOUNT LAUREL NJ)
BOTH
Issued 01/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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