Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sullivan is a financial advisor with over 20 years of experience in the financial services industry. He is a registered representative and investment advisor representative with Wealth Management Group, LLC. Michael specializes in providing financial advice to individuals, families, and businesses. He also provides investment management services. Michael holds the Series 6, 7, 31, and 63 licenses, as well as the SIE and Series 65 exams. Michael has been with Wealth Management Group, LLC since 2009. Prior to joining Wealth Management Group, LLC, Michael was a financial advisor with Princor Financial Services Corporation.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
IL
05/05/2023 - Present
Wealth Management Group, LLC (Downers Grove IL)
IL
02/25/2002 - 05/15/2009
PRINCOR FINANCIAL SERVICES CORPORATION (AURORA IL)
IA
09/29/1999 - 12/31/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 05/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 05/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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