Unclaimed
Michael Wenzel is a financial advisor with over 15 years of experience in the industry. Michael is currently registered with Pensionmark Securities, LLC. Michael has held previous positions with firms such as Kalos Capital, Inc., National Planning Corporation, Princor Financial Services Corporation, MetLife Securities Inc., NYLife Securities LLC and Metropolitan Life Insurance Company. Michael holds the Series 66, SIE and Series 7 licenses. Michael is registered with the state of Texas.
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.
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.
1
2
CA
08/02/2019 - Present
Pensionmark Securities, LLC (Santa Barbara CA)
TX
07/07/2017 - 07/29/2019
KALOS CAPITAL, INC. (Kyle TX)
TX
03/09/2012 - 07/12/2017
NATIONAL PLANNING CORPORATION (GEORGETOWN TX)
TX
04/21/2011 - 11/23/2011
PRINCOR FINANCIAL SERVICES CORPORATION (GEORGETOWN TX)
TX
04/06/2009 - 07/27/2009
METLIFE SECURITIES INC. (AUSTIN TX)
TX
10/20/2006 - 04/04/2008
NYLIFE SECURITIES LLC (ROUND ROCK TX)
TX
12/17/2004 - 01/12/2006
METLIFE SECURITIES INC. (ROUND ROCK TX)
TX
12/17/2004 - 01/12/2006
METROPOLITAN LIFE INSURANCE COMPANY (ROUND ROCK TX)
IA
07/21/2003 - 11/30/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
02/14/2003 - 07/08/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 05/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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