Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Zdenek is a financial advisor with Avidian Wealth Solutions, located in Houston, TX. Michael has been in the industry since 2013 and has a Series 6, 7, 63 and 66. Michael has experience working with high-net-worth individuals, corporations, and pooled investment vehicles. Michael specializes in providing financial planning, portfolio management, and pension consulting services. Avidian Wealth Solutions is a Registered Investment Advisor (RIA) with approximately $3.1 billion in assets under management.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Mgmt of pooled investment vehicles
1
2
TX
04/22/2021 - Present
Avidian Wealth Solutions (HOUSTON TX)
TX
10/26/2013 - 02/10/2021
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
BOTH
Issued 10/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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