Unclaimed
Michael Chandler is an investment advisor representative with World Equity Group, Inc. Michael has over 30 years of experience in the financial services industry. Michael holds a Series 7, Series 8, Series 63, and Series 65 license. Michael is a member of the Financial Industry Regulatory Authority (FINRA). Michael is also a registered investment advisor representative in Illinois, North Carolina, and Virginia. Michael specializes in financial planning, investment management, and retirement 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.
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.
1
2
IL
11/27/2019 - Present
World Equity Group, Inc. (SCHAUMBURG IL)
NC
11/20/2008 - 11/05/2010
BREWER FINANCIAL SERVICES, LLC (FAYETTEVILLE NC)
NC
12/02/2004 - 08/14/2008
RAYMOND JAMES & ASSOCIATES, INC. (FAYETTEVILLE NC)
NJ
11/25/1998 - 12/17/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NC
12/19/1989 - 12/04/1998
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
BC
Issued 02/11/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/18/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/15/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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