Unclaimed
Michael Thomas Wetherington is a financial advisor with Ameriprise Financial Services, LLC. Michael has been in the industry since November 2012 and holds a Series 66, SIE, and Series 7. Michael is registered in 14 states including Alabama, Colorado, District of Columbia, Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Michael offers a variety of services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and asset allocation 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
NC
12/14/2016 - Present
Ameriprise Financial Services, LLC (Wilson NC)
BOTH
Issued 12/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Wetherington is the right advisor for you? Invested Better is here to help.