Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Woitkoski is a financial advisor with The Wealth Consulting Group, a firm that manages over $5 billion in client assets. Michael is a registered representative with LPL Financial, LLC and has been in the industry since 1997. Michael has a strong understanding of the financial markets and provides his clients with personalized financial advice. He holds a Series 6, 7, 24, and 66 securities licenses. Michael works with individuals, families, and businesses to develop comprehensive financial plans that meet their specific needs and goals.
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.
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.
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CA
02/25/2022 - Present
THE Wealth Consulting Group (SAN DIEGO CA)
CA
08/04/1998 - 12/08/2014
NEW ENGLAND SECURITIES (SAN DIEGO CA)
MA
07/03/1997 - 07/30/1998
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
BOTH
Issued 06/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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