Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Mcfarland Wren

Invicta Capital LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Mcfarland Wren

Michael McFarland Wren is a financial advisor with over 15 years of experience in the industry. Michael currently works for Invicta Capital LLC. Michael has a proven track record of success in helping clients achieve their financial goals. Michael is registered in Georgia, Massachusetts and Texas. Michael holds the Series 6, 7 and 63 securities licenses, as well as the SIE exam. Michael is committed to providing his clients with the highest level of service and expertise.

Firm Information

Michael Wren is currently registered with Invicta Capital LLC. Invicta Capital LLC is a Limited Liability Company formed in 2010. The firm is registered in 31 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Wren’s Registration & Firm History

PA

10/20/2021 - Present

Invicta Capital LLC (OAKMONT PA)

MA

04/04/2012 - 03/29/2021

HAMERSLEY PARTNERS LLC (BOSTON MA)

MA

05/13/2010 - 03/27/2012

PARKER POINT CAPITAL, LLC (SOUTHBOROUGH MA)

MA

03/12/2007 - 05/06/2010

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

Not sure if Michael Mcfarland Wren is right for you?

Licenses & Designations

BC

Issued 05/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2009

Series 7 - General Securities Representative Examination

BC

Issued 03/09/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Mcfarland Wren.
Not sure if Michael Mcfarland Wren is right for you?