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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 Carlson is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Wealth Enhancement Advisory Services, LLC. Michael is a Registered Representative and Investment Advisor Representative in the state of Florida and Massachusetts. Michael has a strong track record of providing financial advice to individuals, families, and businesses. Michael is committed to helping clients achieve their financial goals. Michael has previously held roles with LPL Financial LLC, Triad Advisors, LLC and Sentinel Securities, Inc. Michael is a Series 7, 6, 63, 66, 24, 4, 52TO, 53 licensed professional.
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
MA
10/25/2022 - Present
Wealth Enhancement Advisory Services, LLC (BURLINGTON MA)
MA
05/02/2018 - 09/23/2022
TRIAD ADVISORS LLC (Andover MA)
MA
02/20/2015 - 05/07/2018
LPL FINANCIAL LLC (WOBURN MA)
MA
08/22/2001 - 02/23/2015
SENTINEL SECURITIES, INC. (Wakefield MA)
MA
01/07/1998 - 08/08/2001
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
MA
10/14/1996 - 12/23/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 07/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/17/1999
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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