Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wheeler is a registered investment advisor with LPL Financial LLC, having joined the firm in February 2018. Michael has been in the financial industry since November 2009, starting with Commonwealth Financial Network. He holds the Series 7, 66, and SIE licenses. Michael provides financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. He is also a registered representative in Colorado, Connecticut, Florida, Maine, Massachusetts, Missouri, New Jersey, New York, North Carolina, Pennsylvania, 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.
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.
Consulting and other non-discretionary advisory services
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.
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CT
02/01/2018 - Present
LPL Financial LLC (GLASTONBURY CT)
CT
11/16/2009 - 02/01/2018
COMMONWEALTH FINANCIAL NETWORK (CHESHIRE CT)
BOTH
Issued 12/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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