Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Francis Dwyer is a Senior Vice President at Wainwright Investment Counsel LLC, an SEC registered investment advisor. Michael is registered with WFS, LLC which is a wholly owned subsidiary of Wainwright. Michael has been in the financial services industry since May 18, 1981. Michael's specialties include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, and Selection of Other Advisors. Michael is registered with the Securities and Exchange Commission (SEC) and the following states: Arizona, California, Connecticut, Massachusetts, New Hampshire, New York, Rhode Island, and Virginia.
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.
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.
Bespoke advisory and consult, solicit fees
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 calculated based on the performance of your investments relative to a benchmark.
Bespoke advisory and consulting services
1
2
MA
02/08/2023 - Present
Wainwright Investment Counsel LLC (BOSTON MA)
NY
06/11/1990 - 08/22/2002
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
NA
02/28/1989 - 06/22/1990
HOMANS, MCGRAW, TRULL, VALEO & CO., INC.
NA
12/08/1987 - 03/15/1989
DEAN WITTER REYNOLDS INC.
NY
09/22/1983 - 03/15/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/05/1987 - 12/10/1987
L. F. ROTHSCHILD & CO. INCORPORATED
NA
05/18/1981 - 09/20/1983
FIRST JERSEY SECURITIES, INC.
IA
Issued 12/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/29/1988
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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