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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wolfgang is a financial advisor with over 28 years of experience in the industry. Michael is currently registered with Morgan Stanley in Berwyn, Pennsylvania. Michael has a wide range of experience in the financial industry, having previously worked at CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC. Michael holds several licenses and certifications, including the Series 7, Series 8, Series 31, Series 63 and Series 65. Michael is also a registered Investment Advisor in Pennsylvania and Texas. Michael provides a variety of financial services to clients, including portfolio management, financial planning, asset allocation advice and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
04/02/2020 - Present
Morgan Stanley (Berwyn PA)
PA
09/09/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
NY
08/13/1997 - 09/12/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
06/24/1993 - 08/21/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 03/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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