Michael Markiewicz (CRD# 6181892) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 10 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rwm Capital, LLC | Sugarland, TX | Feb 2024 - Current | < 1 |
| Foundations Investment Advisors, LLC | Carmel, IN | Jul 2017 - Current | 6 |
| Markiewicz Financial LLC | Noblesville, IN | Sep 2015 - Current | 8 |
| Lincoln Investment | Wyncote, PA | Sep 2015 - Sep 2016 | 1 |
| Dearborn & Creggs | Sugarland, TX | Sep 2015 - Sep 2016 | 1 |
| Pfs Investments Inc. | Houston, TX | Sep 2012 - Sep 2015 | 3 |
| Primerica Financial Services | Houston, TX | Aug 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- IN
- TX
-
Total Assets Under Management5,442MILLIONS
-
Total Number of Accounts42,079ACCOUNTS
-
Average Account Value$129,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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