Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Addison? Claim Your ProfileAddison Wheeler is a registered investment advisor representative with Empower Advisory Group, LLC. Addison has been in the industry since 2021 and is licensed in 45 states. Addison has a Series 66, Series 7TO, Series 10 and Series 9 licenses and is also registered with FINRA and the state of Utah.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
06/26/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
UT
07/02/2021 - 04/16/2024
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 07/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Addison Wheeler is the right advisor for you? Invested Better is here to help.
