Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Chadwick is a financial advisor with Fiscal Wisdom Wealth Management LLC. He is also the owner of Chadwick Financial Advisors, LLC, a registered investment advisor in Connecticut. Michael has over 25 years of experience in the financial services industry. Michael is a Certified Financial Planner and a Chartered Financial Consultant. He holds the Series 6, 7, 24, 63, 65, 99TO and SIE licenses. Michael specializes in financial planning, portfolio management for individuals, educational seminars, and soliciting other investment advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Solicitor to other ia's
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CT
03/18/2020 - Present
Fiscal Wisdom Wealth Management LLC (CANTON CT)
CT
03/15/2005 - 06/04/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (UNIONVILLE CT)
NY
05/03/1999 - 03/18/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/20/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
09/27/1994 - 04/03/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/27/1994 - 04/03/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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