Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Wollenberg is a financial advisor with Cambridge Investment Research Advisors, Inc. Michael has been in the industry since May 13, 2020. Michael has a Series 7, Series 66 and SIE license and is registered to offer securities in 21 states. Michael also has a registration with the state of Texas as an Investment Advisor Representative. Michael has previous experience with THE O.N. EQUITY SALES COMPANY, and is currently registered with Cambridge Investment Research Advisors, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MO
08/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Chesterfield MO)
MO
05/14/2020 - 08/01/2024
THE O.N. EQUITY SALES COMPANY (Chesterfield MO)
BOTH
Issued 05/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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