Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wali is a financial advisor with over 30 years of experience. Michael has a broad range of experience working with individual investors, families, and businesses. Michael is a Certified Financial Planner and a Chartered Financial Consultant. Michael currently works with Wealth Enhancement Advisory Services, LLC, a firm with over $72 billion in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
07/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MD
06/27/2014 - 10/15/2019
FIRST ALLIED SECURITIES, INC. (NEW MARKET MD)
MD
10/05/2012 - 06/27/2014
MID ATLANTIC CAPITAL CORPORATION (NEW MARKET MD)
MD
01/15/2009 - 10/09/2012
SII INVESTMENTS, INC. (NEW MARKET MD)
MD
01/01/2004 - 01/21/2009
ING FINANCIAL PARTNERS, INC. (MT AIRY MD)
IA
04/25/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
03/20/2001 - 04/23/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/20/2001 - 04/23/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
03/17/1998 - 03/23/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/17/1998 - 03/23/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
PA
04/26/1990 - 04/08/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
OH
08/17/1989 - 11/28/1989
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NY
05/21/1987 - 06/30/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
10/22/1985 - 02/18/1986
NORMAN H. GERSHMAN ASSOCIATES, INC.
NA
06/26/1985 - 09/10/1985
INTERNATIONAL MONEY MANAGEMENT GROUP, INC.
NA
03/01/1985 - 08/08/1985
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
10/09/1984 - 03/20/1985
PRUCO SECURITIES CORPORATION
IA
Issued 12/04/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/08/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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