Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Winemiller is an investment advisor representative with Avantax Advisory Services. Michael has been in the industry since May 21, 1996. Michael currently holds licenses in Tennessee and Texas. Prior to joining Avantax Advisory Services, Michael was a representative with BBVA Securities Inc. Michael has also held positions with several other firms including FTB Advisors, Inc., SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Michael has several designations and certifications, including Series 6, Series 7, Series 26, and Series 63. Michael has a strong background in financial planning, portfolio management, and investment advisory services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TN
08/24/2021 - Present
Avantax Advisory Services (Collierville TN)
TX
08/31/2015 - 08/23/2021
BBVA SECURITIES INC. (DALLAS TX)
TN
11/18/2013 - 08/24/2015
FTB ADVISORS, INC. (MEMPHIS TN)
TN
07/02/2012 - 11/22/2013
SUNTRUST INVESTMENT SERVICES, INC. (CORDOVA TN)
TN
01/03/2011 - 07/18/2012
WELLS FARGO ADVISORS, LLC (GERMANTOWN TN)
CA
02/29/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
TN
08/09/2005 - 02/21/2008
SUNTRUST INVESTMENT SERVICES, INC. (CORDOVA TN)
MA
01/03/2005 - 07/29/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NC
09/30/2002 - 01/10/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
05/05/1999 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
04/29/1996 - 05/06/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/29/1996 - 05/06/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 06/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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