Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wheelihan is a financial professional with over seven years of experience in the financial services industry. Michael holds the Series 7TO, Series 63 and Series 3 licenses. Michael is registered with the state of Massachusetts. Michael is currently employed by Wellington Funds Distributors Inc.
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.
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.
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2
MA
03/21/2019 - Present
Wellington Funds Distributors Inc. (BOSTON MA)
BC
Issued 10/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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