Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michaela? Claim Your ProfileMichaela Toboso is a financial advisor with Fidelity Personal And Workplace Advisors. Michaela has been in the industry since 2022. Michaela has a Series 66 and Series 63 license. She has also passed the Series 7TO, Series 6TO, and SIE exams. Michaela is registered in 22 states. She is also a registered investment advisor in Texas. Michaela works with individuals, high-net-worth individuals, and corporations. Her office is located in Fort Worth, Texas.
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
TX
04/24/2024 - Present
Fidelity Personal AND Workplace Advisors (FORT WORTH TX)
TX
06/02/2022 - 12/09/2023
J.P. MORGAN SECURITIES LLC (FT. WORTH TX)
BOTH
Issued 04/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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