Unclaimed
Michael Thomas Wray is a financial advisor who is currently registered with Fidelity Personal And Workplace Advisors. Michael has been in the financial services industry since July 13, 2017. Michael previously worked with USAA Financial Advisors, Inc. and First Command Financial Planning, Inc.. Michael is registered with the following securities authorities: Texas, Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Michael's specializations include retirement planning, college savings, estate planning, insurance planning, and financial planning.
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.
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
TX
09/02/2020 - Present
Fidelity Personal AND Workplace Advisors (SAN ANTONIO TX)
TX
09/29/2017 - 07/08/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
04/12/2017 - 07/18/2017
FIRST COMMAND FINANCIAL PLANNING, INC. (CIBOLO TX)
BOTH
Issued 05/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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