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Michael Colin Chandler

World Equity Group, Inc.

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About Michael Colin Chandler

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.

Firm Information

Michael Chandler is currently registered with World Equity Group, Inc.. World Equity Group, Inc. is a corporation formed in September 1991 and headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. World Equity Group, Inc. manages over $858 million in assets for 3,109 clients.
World Equity Group, Inc.

425 N MARTINGALE RD

SCHAUMBURG, IL 60173

$858.55M

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Chandler’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Michael Colin Chandler. Review regulatory record here.
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