Unclaimed
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.
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.
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2
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)
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
Active
Inactive
F
FINRA
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