Unclaimed
Michael Wiesmann is a financial advisor with Evergreen Capital Management LLC. Michael has been in the industry since 1983. Michael holds the Series 3, 7, 8, 63, and 65 licenses. Michael is registered to provide investment advice in Washington. Michael's previous employer was CITIGROUP GLOBAL MARKETS INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Unsolicited investment advice on an ad hoc basis
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.
Negotiated fees for ad hoc unsolicited investment advice
1
2
WA
05/11/2005 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
NY
01/19/1983 - 05/26/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 08/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/19/1987
Series 5 - Interest Rate Options Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1982
Series 3 - National Commodity Futures Examination
Active
Inactive
Not sure Michael Wiesmann is the right advisor for you? Invested Better is here to help.