Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wagner is a financial advisor who has been in the industry since 1993. Michael is currently registered with Raymond James & Associates, Inc. and has previously worked at Robert W. Baird & Co. Incorporated, NatCity Insurance Services, Inc., NatCity Investments, Inc., Liberty Securities Corporation, Independent Financial Securities, Inc., National City Investments Corporation, and Edward D. Jones & Co., L.P.. Michael is a Certified Financial Planner and offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
05/17/2013 - Present
Raymond James & Associates, Inc. (Zionsville IN)
IN
06/30/2000 - 04/22/2013
ROBERT W. BAIRD & CO. INCORPORATED (INDIANAPOLIS IN)
OH
01/04/1999 - 07/07/2000
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
06/01/1996 - 07/07/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
07/28/1995 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
07/13/1995 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
MO
09/03/1993 - 07/11/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 05/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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