Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wolken is a registered representative of MML Investors Services, LLC. He is a licensed investment advisor in the state of Ohio. Michael has been in the financial services industry since 2007. His prior experience includes work with MSI Financial Services, Inc. and Unified Financial Securities, Inc. Michael is also a licensed insurance agent and offers a variety of products and services including life insurance, health insurance, group life insurance, group health insurance, traditional life insurance, disability insurance, long-term care insurance, fixed annuities, asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OH
05/11/2017 - Present
MML Investors Services, LLC (DUBLIN OH)
OH
02/03/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DUBLIN OH)
IN
08/07/2014 - 01/23/2015
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
OH
12/13/2006 - 01/02/2014
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 11/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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