Unclaimed
Michael Daniel Wisinski is a financial advisor with over 2 years of experience in the financial services industry. Michael is currently registered with Nuveen Asset Management, LLC, a firm that provides advisory services to various clients, including individuals, corporations, investment companies, and pooled investment vehicles. Michael also has experience working with Equitable Advisors, LLC. Michael specializes in various areas, including investments, securities, and mutual funds. Michael holds the Series 66, Series 7TO, and SIE exams.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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 calculated based on the performance of your investments relative to a benchmark.
1
2
IL
08/04/2022 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
IL
09/28/2020 - 12/06/2021
EQUITABLE ADVISORS, LLC (OAK BROOK IL)
BOTH
Issued 01/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Michael Wisinski is the right advisor for you? Invested Better is here to help.