Unclaimed
Michelle Polakiewicz is a financial advisor with Fidelity Brokerage Services LLC. Michelle has been in the financial services industry for over 20 years. Michelle is licensed to sell securities in 53 states and holds Series 6, 7, 24, 53, 63 and 65 licenses. Michelle was previously registered with JOHN HANCOCK DISTRIBUTORS LLC and OAKBROOK FINANCIAL GROUP, INC.
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.
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.
1
2
KY
12/17/2020 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
MA
10/31/2006 - 05/28/2020
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IL
06/09/1998 - 05/05/2003
OAKBROOK FINANCIAL GROUP, INC. (OAKBROOK TERRACE IL)
FL
03/26/1996 - 06/03/1998
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 11/09/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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