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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 Van de venter is a financial advisor registered with Fidelity Personal and Workplace Advisors. Michael has been in the financial services industry since June 2014. Michael is registered in the following states: Florida, Georgia, New York, North Carolina, Ohio, South Carolina, Texas, Vermont, and Virginia. Michael holds the Series 63, Series 66, Series 7, and SIE exams. Michael has earned the Chartered Financial Analyst designation. Fidelity Personal and Workplace Advisors is headquartered in Boston, Massachusetts and manages approximately $1 billion to $10 billion in assets.
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)
BOTH
Issued 10/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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