Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wooten is a financial advisor with over 14 years of experience in the financial services industry. He is currently registered with Navy Federal Investment Services, LLC and has previously held positions at Charles Schwab & Co., Inc., USAA Financial Advisors, Inc. and Waddell & Reed, Inc. Michael has a strong background in financial planning, portfolio management and investment advisory services. Michael holds a Series 66, Series 7, Series 24 and Series 51 licenses and holds the CFP® and ChFC® designations. Michael is dedicated to providing comprehensive financial advice to individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/02/2024 - Present
Navy Federal Investment Services, LLC (Saint Petersburg FL)
FL
12/14/2021 - 01/11/2024
CHARLES SCHWAB & CO., INC. (Temple Terrace FL)
FL
06/21/2011 - 06/18/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
FL
04/01/2008 - 11/03/2009
NEW ENGLAND SECURITIES (TAMPA FL)
FL
06/26/2006 - 03/20/2008
WADDELL & REED, INC. (TAMPA FL)
BOTH
Issued 07/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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