Unclaimed
Michael Jason Wong is a financial advisor with Ashton Thomas Private Wealth, based in Helena, MT. Michael has been in the industry since December 13, 2018, and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Montana. Michael is also a registered investment advisor. Michael provides a variety of financial services to individuals, businesses, and charitable organizations. Michael specializes in financial planning, portfolio management, and investment advice. In addition to financial services, Michael is also a co-trustee for a deceased friend's education trust, a board member of Green Meadow Country Club, and is involved in other business activities.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
A percentage of the total value of assets under management is charged.
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2
MT
11/04/2021 - Present
Ashton Thomas Private Wealth (Helena MT)
MT
12/14/2018 - 11/11/2021
WELLS FARGO CLEARING SERVICES, LLC (HELENA MT)
BOTH
Issued 12/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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