Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael S. Wilson is a registered representative with Equity Services, Inc., where he has been working since August 2017. Prior to this position, Michael worked at SAGEPOINT FINANCIAL, INC. in Middletown, DE from September 2014 to August 2017. Before that, he was with NYLIFE SECURITIES LLC from July 2012 to October 2014 in Wilmington, DE. Michael has been in the financial services industry since December 2006. Michael holds Series 6, Series 63, and SIE licenses and specializes in providing financial planning, portfolio management for individuals, and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DE
08/22/2017 - Present
Equity Services, Inc. (MIDDLETOWN DE)
DE
09/22/2014 - 08/17/2017
SAGEPOINT FINANCIAL, INC. (MIDDLETOWN DE)
DE
07/13/2012 - 10/10/2014
NYLIFE SECURITIES LLC (WILMINGTON DE)
DE
10/30/2006 - 06/06/2012
METLIFE SECURITIES INC. (NEWARK DE)
DE
10/30/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEWARK DE)
BC
Issued 03/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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