Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Christopher Workley is an investment advisor representative at WNY Asset Management, LLC and is registered with FINRA and the state of New York. Michael has been in the industry since January 31, 2022. Prior to joining WNY Asset Management, Michael held roles at Citigroup and Emerge Capital Management. Michael also holds Series 66, Series 7, and SIE licenses. Michael's specialties include portfolio management for businesses, portfolio management for individuals, educational seminars, and financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NY
06/09/2022 - Present
WNY Asset Management, LLC (WILLIAMSVILLE NY)
BOTH
Issued 05/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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