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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wayasamin is a financial advisor currently registered with Exencial Wealth Advisors. Michael is a registered representative and investment advisor representative. Michael has been in the industry since 2000, working with individuals and businesses. Michael has experience with a range of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals 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.
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.
General consulting
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.
Revenue sharing arrangement
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2
NY
12/21/2023 - Present
Exencial Wealth Advisors (Brooklyn NY)
NE
08/06/2018 - 01/06/2021
TD AMERITRADE, INC. (OMAHA NE)
NY
12/06/2017 - 07/06/2018
CETERA INVESTMENT SERVICES LLC (NEW YORK NY)
NY
10/11/2017 - 12/06/2017
INVEST FINANCIAL CORPORATION (BROOKLYN NY)
NY
11/29/2007 - 10/09/2017
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NY
11/18/2003 - 09/17/2007
GOLDMAN SACHS EXECUTION & CLEARING, L.P. (NEW YORK NY)
NY
06/27/2002 - 09/17/2007
SPEAR, LEEDS & KELLOGG SPECIALISTS LLC (NEW YORK NY)
NY
03/19/2002 - 06/26/2002
WALTER N. FRANK & CO., LLC (NEW YORK NY)
BOTH
Issued 03/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/06/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/25/2002
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2000
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
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