Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Chandler Shively is a financial advisor with over 3 years of experience in the industry. Michael is registered with Wellington Wealth Strategies, LLC and The Wellington GRP LLC in Indiana. Michael is dedicated to providing clients with personalized financial planning and investment management services. Michael has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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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IN
01/03/2025 - Present
Wellington Wealth Strategies, LLC (INDIANAPOLIS IN)
IN
11/13/2020 - 09/07/2023
PARK AVENUE SECURITIES LLC (INDIANAPOLIS IN)
IN
10/11/2019 - 07/31/2020
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 12/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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