Michael FetzerCRD Number: 3055285
Current Firm: Suntrust Investment Services, Inc.
Michael Fetzer (CRD# 3055285) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Sarasota, FL and has over 19 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Suntrust Investment Services, Inc.||Atlanta, GA||Mar 2012 - Current||5|
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2005 - Feb 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
- Customer Dispute
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)