Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Timothy Wharton is a financial advisor with Edward Jones. Michael has been in the financial services industry for over 25 years. He is registered with the state of Michigan and Texas, and he is also a Certified Financial Planner. Michael has a diverse range of experience, having worked with Charles Schwab & Co., Inc. and J.J.B. Hilliard, W.L. Lyons, Inc. in the past. He holds Series 63, 65, 7, 9, 10, and SIE licenses, and his expertise extends to portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors. Michael is committed to providing personalized financial advice and strategies tailored to his clients' individual needs.
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.
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.
See schedule d - miscellaneous
1
2
MI
03/03/2015 - Present
Edward Jones (GROSSE POINTE MI)
TX
10/06/1999 - 08/25/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
KY
05/14/1998 - 07/21/2000
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 04/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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