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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Charles Hulett is an investment advisor representative with World Investment Advisors, LLC, registered with the Securities and Exchange Commission (SEC) and the states of Texas and Massachusetts. Michael has been working in the financial services industry since 1994. Michael was previously registered with Raymond James Financial Services, Inc., Raymond James & Associates, Inc., Deutsche Bank Securities Inc., Thomas Weisel Partners LLC, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and MML Investors Services, Inc. Michael holds a Series 6, 7, 63, 65, and SIE license. Michael specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Michael is licensed to sell life, variable, and disability insurance. Michael's firm, World Investment Advisors, LLC, is an investment advisor registered with the SEC and the state of California, and it provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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
MA
06/28/2024 - Present
World Investment Advisors, LLC (PLYMOUTH MA)
MA
12/16/2019 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLYMOUTH MA)
MA
09/06/2016 - 12/13/2019
RAYMOND JAMES & ASSOCIATES, INC. (Boston MA)
MA
08/06/2009 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
08/26/2005 - 07/23/2009
THOMAS WEISEL PARTNERS LLC (BOSTON MA)
NJ
07/16/1999 - 09/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/01/1995 - 07/22/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IN
09/19/1994 - 03/16/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/19/1994 - 03/16/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
11/22/1993 - 10/06/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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