Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Theodore Haley is a financial advisor with Wealth Enhancement Advisory Services, LLC. Michael has been in the financial services industry since December 18, 2002. Michael is registered in 19 states as a broker and investment advisor. Michael is a Certified Financial Planner and has Series 7, 24, and 66 licenses. Michael also provides financial planning, pension consulting, and portfolio management services.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
PA
03/06/2020 - Present
Wealth Enhancement Advisory Services, LLC (Pittsburgh PA)
PA
09/28/2011 - 03/06/2020
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
PA
08/01/2008 - 09/27/2011
NATIONWIDE SECURITIES, LLC (PITTSBURGH PA)
PA
05/06/2004 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (SEVEN FIELDS PA)
KS
12/19/2002 - 05/06/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 10/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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