Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael A. Wilhelm is an active investment advisor representative with Cetera Investment Advisers LLC. Michael Wilhelm has been working in the financial services industry since December 1998. Michael Wilhelm is registered with 11 states, including Florida, Arizona, Georgia, Kentucky, Michigan, New Jersey, Pennsylvania, South Carolina, Tennessee, and Washington. Michael Wilhelm has also held positions at Summit Brokerage Services, Inc. and Raymond James & Associates, Inc. Michael Wilhelm offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
FL
05/17/2023 - Present
Cetera Investment Advisers LLC (FORT MYERS FL)
FL
07/18/2008 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FORT MYERS FL)
FL
09/19/2001 - 07/02/2008
RAYMOND JAMES & ASSOCIATES, INC. (FT. MYERS FL)
NY
12/23/1998 - 10/04/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 1/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/8/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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