Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wilson is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Statesville, NC. Michael has been in the financial services industry since September 28, 2007. He is a registered representative of Cambridge Investment Research, Inc. and a registered investment advisor representative of Cambridge Investment Research Advisors, Inc. Michael has a wide range of experience in the financial services industry, including experience with OneAmerica Securities, Inc., Pruco Securities, LLC., Mutual of Omaha Investor Services, Inc., and PFS Investments Inc. Michael is also a licensed insurance agent for various independent insurance companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
04/16/2021 - Present
Cambridge Investment Research Advisors, Inc. (Statesville NC)
NC
04/27/2020 - 09/21/2020
ONEAMERICA SECURITIES, INC. (Winston-Salem NC)
NC
10/15/2018 - 10/09/2019
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
NC
04/07/2009 - 08/03/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (WINSTON-SALEM NC)
GA
11/09/2005 - 09/03/2008
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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