Michael Beck, financial advisor The Woodlands TX

Michael Beck

CRD Number: 6572472
Current Firm: Fidelity Personal And Workplace Advisors

Michael Beck (CRD# 6572472) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Woodlands, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity The Woodlands, TX Feb 2017 - Current 4
Cuna Brokerage Services Inc. Waverly, IA Oct 2015 - Feb 2017 1
Fivepoint Credit Union Spring, TX Jan 2015 - Feb 2017 2
Sunstate Federal Credit Union Chiefland, FL Dec 2012 - Jan 2015 2
Drummond Community Bank Chiefland, FL Jul 2009 - Nov 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Michael J. Beck
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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