Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wiseman is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Stonex Advisors Inc., where he is a Branch Manager. Michael's prior experience includes roles at WRP Investments, Inc., LPL Financial LLC, Butler, Wick & Co., Inc., Executive Investors Corporation and First Investors Corporation. Michael has Series 6, 7, 24, 63, and 65 licenses and is registered in numerous states. Michael specializes in providing financial consulting services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/30/2015 - Present
Stonex Advisors Inc. (Hermitage PA)
PA
05/25/2012 - 09/12/2014
WRP INVESTMENTS, INC. (HERMITAGE PA)
PA
07/26/2007 - 06/14/2012
LPL FINANCIAL LLC (HERMITAGE PA)
PA
04/28/1997 - 07/24/2007
BUTLER, WICK & CO., INC. (SHARON PA)
NY
12/23/1991 - 04/29/1997
EXECUTIVE INVESTORS CORPORATION (NEW YORK NY)
NJ
02/12/1987 - 04/29/1997
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Wiseman is the right advisor for you? Invested Better is here to help.
