Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shaver is a financial advisor with Independent Solutions Wealth Management, LLC, located in Williamsville, NY. Michael has been working in the financial industry since 1992 and has been a registered Investment Advisor Representative (IAR) in New York since 2025. He is also a Certified Financial Planner™ professional. Michael's previous experience includes roles at Citizens Securities, Inc., M&T Securities, Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Michael is licensed to provide financial advice in several states, including Florida, Louisiana, New York, South Carolina, and Texas. Michael Shaver has a strong background in financial planning and portfolio management for individuals and businesses. He also offers educational seminars and helps clients select other advisors if needed.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
NY
01/06/2025 - Present
Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)
NY
12/10/2015 - 01/03/2020
CITIZENS SECURITIES, INC. (DEPEW NY)
NY
02/07/1994 - 12/01/2015
M&T SECURITIES, INC. (CHEEKTOWAGA NY)
MA
04/27/1992 - 11/10/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/27/1992 - 11/10/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 07/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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