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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 Schwanekamp is an Investment Advisor Representative with MFS Institutional Advisors Inc. Michael has been in the securities industry since 1985. Michael has registration(s) with 52 state(s) and 1 federal regulator(s). Michael has been with MFS Institutional Advisors Inc. since 2006 and has previously been with MFS FINANCIAL SERVICES, INC. and MASSACHUSETTS FINANCIAL SERVICES COMPANY. Michael is a licensed Investment Advisor Representative in MA and has passed the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63) and the Investment Company Products/Variable Contracts Principal Examination (Series 26).
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
1
2
MA
03/20/2006 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
MA
12/23/1986 - 03/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
NA
11/01/1985 - 01/09/1987
MASSACHUSETTS FINANCIAL SERVICES COMPANY
IA
Issued 03/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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