Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Weisman is a financial advisor with over 38 years of experience in the industry. Michael is a Certified Financial Planner™ and currently registered with Mutual Advisors, LLC. Michael's experience includes working at various financial institutions, including CETERA Advisor Networks LLC, Walnut Street Securities, Inc., and American Capital Equities, Inc. Michael is registered to provide investment advice and services in various states, including Arizona, California, Colorado, Florida, Illinois, Indiana, Missouri, Nevada, Texas, and Washington.
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.
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.
Hourly consulting
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
NE
09/30/2022 - Present
Mutual Advisors, LLC (OMAHA NE)
MO
09/03/2013 - 09/30/2022
CETERA ADVISOR NETWORKS LLC (CLAYTON MO)
MO
02/13/1987 - 09/03/2013
WALNUT STREET SECURITIES, INC. (ST. LOUIS MO)
NA
08/19/1985 - 02/18/1987
AMERICAN CAPITAL EQUITIES, INC.
NA
07/27/1984 - 08/22/1985
FINANCIAL PLANNERS EQUITY CORPORATION
BOTH
Issued 06/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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