Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Burchell is an Investment Advisor Representative with WPG Financial Group, LLC. Michael has been in the industry since 12/20/1991. Michael has previously worked at United Planners' Financial Services of America a Limited Partner, CFG Capital Markets, LLC, Wachovia Capital Markets, LLC, Brown Advisory Securities, LLC, Deutsche Bank Securities Inc., BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated. Michael has Series 7, 7TO, 63, 65, and SIE licenses and has a total of 2 state licenses. Michael has experience in portfolio management for individuals and businesses, financial planning, and charitable organizations.
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.
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
MD
05/20/2021 - Present
WPG Financial Group, LLC (BALTIMORE MD)
MD
07/31/2019 - 06/25/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BALTIMORE MD)
MD
12/01/2014 - 08/01/2019
CFG CAPITAL MARKETS, LLC (BALTIMORE MD)
MD
09/29/2003 - 11/03/2006
WACHOVIA CAPITAL MARKETS, LLC (BALTIMORE MD)
MD
03/26/2003 - 09/02/2003
BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)
NY
06/14/1999 - 06/04/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
12/20/1991 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 05/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2004
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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