Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Corgiat is a financial advisor with over 38 years of experience in the industry. Michael is currently registered with Wealth Enhancement Advisory Services, LLC, and is also registered in 23 states. Michael offers a variety of financial planning services, including portfolio management for individuals and businesses, and educational seminars. Michael is a Chartered Financial Consultant and has experience working with individuals, families, and businesses.
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
MO
05/03/2024 - Present
Wealth Enhancement Advisory Services, LLC (OLD MONROE MO)
MO
11/03/2023 - 05/06/2024
OSAIC WEALTH, INC. (OLD MONROE MO)
MO
05/16/2014 - 11/03/2023
FSC SECURITIES CORPORATION (OLD MONROE MO)
MO
08/06/2013 - 05/22/2014
SECURITIES AMERICA, INC. (ST LOUIS MO)
MO
12/12/2003 - 06/14/2012
SECURITIES AMERICA, INC. (LAKE ST LOUIS MO)
MA
09/19/1984 - 12/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NA
12/12/1983 - 07/11/1984
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 07/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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