Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wienandt is an Investment Advisor Representative registered with Equity Advisors, LLC. Michael has been in the financial services industry for over 30 years. Michael is a highly experienced advisor who provides financial advice to individuals. Michael is licensed in California and has been registered with the SEC since 1992. Michael is also a licensed insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
Referral fees
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2
CA
07/10/2024 - Present
Equity Advisors, LLC (San Diego CA)
CA
08/16/2018 - 02/19/2020
CLIENT ONE SECURITIES LLC (San Diego CA)
TX
10/31/2016 - 08/16/2018
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
CA
09/10/2013 - 11/07/2016
PRESIDENTIAL BROKERAGE, INC. (SAN DIEGO CA)
CA
08/26/2013 - 10/08/2013
KEY WEST INVESTMENTS, LLC (SAN GABRIEL CA)
CA
11/25/2002 - 08/23/2013
FSC SECURITIES CORPORATION (SAN DIEGO CA)
NY
02/17/1999 - 11/26/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
04/28/1997 - 02/04/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/30/1993 - 04/23/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
05/13/1992 - 05/05/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 07/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 05/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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