Unclaimed
Michael Alois Wiedt is a financial advisor with over 30 years of experience in the industry. Michael currently works with Cambridge Investment Research Advisors, Inc. and provides services to a variety of clients, including individuals, high-net-worth individuals, and charitable organizations. Prior to joining Cambridge, Michael worked for JANNEY MONTGOMERY SCOTT LLC and PARKER/HUNTER INCORPORATED. Michael holds several licenses and certifications, including Series 3, Series 7, Series 63 and Series 65. Michael is registered to provide investment advice in Arizona, Florida, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Missouri, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington and West Virginia. Michael is committed to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
05/12/2017 - Present
Cambridge Investment Research Advisors, Inc. (Pittsburgh PA)
PA
06/25/2005 - 05/15/2017
JANNEY MONTGOMERY SCOTT LLC (SEWICKLEY PA)
PA
07/24/1992 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
NY
06/24/1986 - 07/24/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1989
Series 3 - National Commodity Futures Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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