Philip Michalek (CRD# 5854918) is an Investment Advisor Representative working at Pdm Investment Services, LLC in Troy, MI and has over 13 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pdm Investment Services, LLC | Troy, MI | Nov 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- MI
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$600,000
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
MI
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