Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hortin is an investment advisor representative for Fidelity Personal And Workplace Advisors, a firm with over $818 Billion in regulatory assets under management. Michael's career in the financial industry began in 1995 and over that time he has worked with a variety of firms, including Morgan Stanley and Wells Fargo Investments, LLC. Michael is registered with the Securities Investor Protection Corporation (SIPC) and is a member of the Financial Industry Regulatory Authority (FINRA). Michael is also registered in 53 states and the District of Columbia.
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
UT
04/08/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
09/27/2017 - 10/14/2019
MORGAN STANLEY (SOUTH JORDAN UT)
UT
01/03/2011 - 09/14/2017
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
05/20/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
RI
08/16/1995 - 09/03/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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