Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wolfer is a registered representative with Morgan Stanley, based in Allentown, PA. Michael is a highly experienced financial advisor with a focus on serving high-net-worth individuals, corporations, and institutions. Michael has a proven track record of success in developing personalized financial plans and investment strategies to help clients achieve their financial goals. Michael holds Series 7, Series 63, and SIE licenses. Michael has been in the financial services industry since 1979.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
06/14/2010 - Present
Morgan Stanley (Allentown PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALLENTOWN PA)
PA
03/31/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ALLENTOWN PA)
PA
02/21/2006 - 04/12/2006
CITIGROUP GLOBAL MARKETS INC. (ALLENTOWN PA)
MD
05/02/1988 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
05/18/1981 - 05/02/1988
LEGG MASON WARREN YORK, INC.
NA
11/28/1979 - 11/20/1983
IDS LIFE INSURANCE COMPANY
NA
11/28/1979 - 11/20/1983
IDS MARKETING CORPORATION
NA
11/28/1979 - 05/02/1981
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 03/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Wolfer is the right advisor for you? Invested Better is here to help.
