Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Micheal? Claim Your ProfileMicheal Mackey is an investment advisor representative currently employed by Fidelity Personal and Workplace Advisors. Michael has been in the industry since 2007, and holds Series 7, 9, 10, 63, and 66 licenses. Michael's background includes experience in both the Boston and Jacksonville, Florida locations of Fidelity Personal and Workplace Advisors. Michael is a registered representative of the firm and a registered investment advisor in Florida and Texas. Michael's experience includes providing financial planning, education seminars, and selection of other advisors. Michael's focus is on providing portfolio management services for both individuals and businesses.
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.
1
2
FL
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 11/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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