Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lawrence Schenk is a financial advisor with over 30 years of experience in the industry. Michael has worked at several prominent financial institutions, including Morgan Stanley, First Union Securities, and Prudential Insurance Company. Michael is currently registered with Wealthpenn.comllc and holds Series 6, 7, 31, and 63 licenses, as well as a Series 65 license. Michael is a registered Investment Advisor in several states. Michael provides a variety of financial services, including financial planning, pension consulting, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.
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
MD
06/01/2009 - Present
Wealthpenn.comllc (Annapolis MD)
DC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
MD
09/22/2000 - 04/02/2007
MORGAN STANLEY DW INC. (ANNAPOLIS MD)
MO
10/01/1999 - 10/27/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/11/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
06/06/1995 - 06/24/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
07/21/1989 - 03/31/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/21/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 6/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 6/5/1995
Series 7 - General Securities Representative Examination
BC
Issued 7/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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