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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 Eric Wegener is an Investment Advisor Representative with Raymond James & Associates, Inc. Michael has been working in the financial services industry since 1997. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, high-net-worth individuals, insurance companies, pension and profit-sharing plans, corporations, and charitable organizations. Michael is registered to offer investment advice in several states, including Michigan, Florida, Virginia, and many others. Michael is also a Personal Financial Specialist.
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
MI
05/10/2018 - Present
Raymond James & Associates, Inc. (Bay City MI)
MI
10/01/2010 - 05/15/2018
WELLS FARGO CLEARING SERVICES, LLC (BAY CITY MI)
MI
02/13/2002 - 09/30/2010
CAPITAL ANALYSTS, INCORPORATED (SOUTHFIELD MI)
PA
12/22/1999 - 02/13/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
WI
11/13/1997 - 12/23/1999
SII INVESTMENTS, INC. (APPLETON WI)
IA
Issued 02/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1997
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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