Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mykel? Claim Your ProfileMykel Demel is an investment advisor representative with Fidelity Personal And Workplace Advisors in WESTLAKE, TX. Mykel has been in the industry since 2018 and is registered with FINRA and the state of Texas. Mykel holds Series 6, 7, 9, 10, 63 and 65 licenses. Mykel's specialties include providing financial planning, educational seminars and portfolio management services to individuals, businesses, and corporations. Mykel is also a registered investment advisor representative in Texas. Mykel's previous employer was Wells Fargo Clearing Services, LLC.
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
TX
07/28/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
05/01/2018 - 02/16/2021
WELLS FARGO CLEARING SERVICES, LLC (DENTON TX)
IA
Issued 06/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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