Michael Zdenek CFP®
Associate Wealth Advisor at Avidian Wealth Solutions- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Houston, Texas, United States, US
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Certified Financial Planner (CFP)
CFP BoardAug, 2022- Nov, 2024 -
Series 66 License
-Oct, 2015- Nov, 2024 -
Series 7
Financial Industry Regulatory Authority (FINRA)Aug, 2015- Nov, 2024 -
Series 63 License
-Nov, 2013- Nov, 2024 -
Series 6 License
Financial Industry Regulatory AuthorityOct, 2013- Nov, 2024 -
Group 1 Life and Health
-Jun, 2012- Nov, 2024 -
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardAug, 2022- Nov, 2024
Experience
-
Avidian Wealth Solutions
-
United States
-
Financial Services
-
1 - 100 Employee
-
Associate Wealth Advisor
-
Feb 2021 - Present
-
-
-
-
JP Morgan Private Client Advisor
-
May 2018 - Feb 2021
-
-
-
-
Financial Advisor Associate
-
May 2017 - May 2018
-
-
Private Client Investment Associate
-
Jul 2015 - May 2017
-
-
-
-
Private Client Banker
-
Sep 2014 - Jul 2015
-
-
-
-
Relationship Banker
-
Aug 2013 - Sep 2014
-
-
-
Northwestern Mutual
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Representative Intern
-
May 2012 - Aug 2012
-
-
-
AXA Advisors, LLC
-
United States
-
Financial Services
-
700 & Above Employee
-
Intern
-
Jun 2010 - Aug 2011
-
-
Education
-
2009 - 2013
Texas A&M University
Bachelor's degree, Economics
Community
You need to have a working account to view this content.
Click here to join now
