Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Moravec is a financial advisor at Wealthplan Partners. Michael has over 25 years of experience in the financial services industry. Michael is registered with the state of Nebraska as an Investment Advisor Representative. Michael holds Series 6, 7, 63 and 65 securities licenses. Michael is a Certified Public Accountant (CPA) and is also a Registered Representative of Securities America, Inc. Michael works with individuals, families, businesses, and retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
NE
01/15/2020 - Present
Wealthplan Partners (OMAHA NE)
NE
01/20/2017 - 06/14/2024
SECURITIES AMERICA, INC. (DAVID CITY NE)
NE
09/01/2016 - 01/24/2017
SUMMIT BROKERAGE SERVICES, INC. (DAVID CITY NE)
NE
09/02/2016 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (DAVID CITY NE)
NE
01/22/2002 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (DAVID CITY NE)
WI
02/06/1998 - 01/24/2002
SII INVESTMENTS, INC. (APPLETON WI)
IA
Issued 11/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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