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Michael Scott Wiggins

Fidelity Personal AND Workplace Advisors

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About Michael Scott Wiggins

Michael Wiggins is a financial advisor with Fidelity Personal and Workplace Advisors. Michael has over 20 years of experience in the financial services industry and is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and investment advisor representative. Michael holds the Series 7, Series 63, Series 65, Series 24 and Series 99TO licenses. Michael has been with Fidelity Personal and Workplace Advisors since 2021. Prior to that, Michael was with VOYA Financial Advisors, Inc. and several other financial firms. Michael specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Michael's approach to financial planning is holistic, focusing on understanding each client's unique needs and goals. Michael works with clients to develop personalized financial plans that can help them achieve their financial objectives.

Firm Information

Michael Wiggins is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Wiggins’s Registration & Firm History

CT

07/11/2022 - Present

Fidelity Personal AND Workplace Advisors (WEST HARTFORD CT)

CT

08/01/2013 - 09/30/2021

VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)

CT

01/31/2012 - 10/07/2013

SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)

CT

01/30/2012 - 10/07/2013

DIRECTED SERVICES LLC (WINDSOR CT)

CT

01/30/2012 - 10/07/2013

ING AMERICA EQUITIES, INC. (WINDSOR CT)

CT

01/30/2012 - 10/07/2013

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CT

01/30/2012 - 10/07/2013

ING INVESTMENT ADVISORS, LLC (WINDSOR CT)

IN

09/29/2009 - 01/03/2012

LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)

CT

09/01/2009 - 01/03/2012

LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)

CT

10/29/2008 - 08/27/2009

METLIFE SECURITIES INC. (WETHERSFIELD CT)

CT

07/25/2008 - 10/16/2008

AXA ADVISORS, LLC (HAMDEN CT)

CT

04/01/2006 - 06/24/2008

METLIFE INVESTORS DISTRIBUTION COMPANY (HARTFORD CT)

CA

10/15/2002 - 04/01/2006

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

GA

05/10/2001 - 10/12/2001

SUNTRUST SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 08/02/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Michael Scott Wiggins.
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