Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Wicks is a financial advisor registered with Synergy Investment Management LLC, a registered investment advisor firm. Michael has been working in the financial industry since 1994 and has a diverse background in financial services, including experience with Ameriprise Financial Services, Inc., IDS Life Insurance Company, and W. S. Griffith & Co., Inc. Michael holds the Series 6, Series 7, and Series 63 licenses and is also a Certified Financial Planner. Michael provides financial planning and portfolio management services to both individual and business clients.
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.
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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FL
02/16/2024 - Present
Synergy Investment Management LLC (ALTAMONTE SPRINGS FL)
FL
12/14/2012 - 02/08/2013
FIFTH THIRD SECURITIES, INC. (MAITLAND FL)
FL
09/08/2009 - 12/21/2012
LPL FINANCIAL LLC (PONTE VEDRA BEACH FL)
FL
05/13/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (PONTE VEDRA BEACH FL)
FL
10/07/1999 - 05/13/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
MN
10/07/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
10/14/1994 - 10/04/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 04/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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