Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Walterscheidt is a financial professional with over 20 years of experience in the industry. Michael currently works with P.j. Robb Variable, LLC, a firm registered with the Securities and Exchange Commission (SEC). Michael's previous experience includes working with a variety of financial firms, including SAYBRUS EQUITY SERVICES, INC, STATE FARM VP MANAGEMENT CORP., SECURITY DISTRIBUTORS, INC., FEDERATED SECURITIES CORP., PACIFIC SELECT DISTRIBUTORS, INC., and A I M DISTRIBUTORS, INC. Michael has passed the Series 6, 7, 26, 63, and 66 exams, along with the Securities Industry Essentials (SIE) exam. Michael holds a current registration with the state of Texas.
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.
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.
1
2
NC
09/24/2018 - Present
P.j. Robb Variable, LLC (Charlotte NC)
CT
03/06/2017 - 09/04/2018
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
TX
04/26/2011 - 03/06/2017
STATE FARM VP MANAGEMENT CORP. (RICHARDSON TX)
TX
10/29/2007 - 03/04/2010
STATE FARM VP MANAGEMENT CORP. (AUSTIN TX)
KS
08/31/2006 - 05/22/2007
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
PA
03/31/2004 - 08/18/2006
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
CA
05/21/2002 - 03/31/2004
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
TX
10/21/1999 - 04/30/2002
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 10/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Walterscheidt is the right advisor for you? Invested Better is here to help.
