Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wonsiewicz is a financial advisor who has been in the industry since 1998. Michael is currently registered with D.a. Davidson & Co. and has held previous registrations with Osborne, Stern & Company, Inc., JP Michael Co., and American Capital Financial Services, Inc. Michael is licensed to provide investment advice and financial planning services in several states. Michael has a diverse range of experience and expertise, and is committed to providing clients with personalized financial advice and services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
OR
05/22/2000 - Present
D.a. Davidson & Co. (PORTLAND OR)
NA
09/19/1988 - 08/23/1989
OSBORNE, STERN & COMPANY, INC.
NA
08/07/1987 - 08/30/1988
JP MICHAEL CO.
NA
05/26/1987 - 08/17/1987
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
BC
Issued 05/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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