Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Wilson is a registered representative with SPC. Michael has been in the securities industry since 1994. Michael is licensed in Maryland, Virginia, District of Columbia, Massachusetts, New Mexico, and Texas. Michael also has a Series 6 and Series 63 license. Michael offers financial planning, investment management, and pension consulting services. Michael is also a board member and 25% owner of a franchise - Nerds to Go in the Washington DC metro area.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/01/2025 - Present
SPC (ANN ARBOR MI)
NY
02/27/1998 - 08/01/2002
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
CA
06/01/1996 - 12/31/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
04/07/1994 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
IA
Issued 09/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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