Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wyman is a financial professional with over 20 years of experience in the industry. Michael is currently registered with USI Advisors in Glastonbury, CT. Michael previously worked at Commonwealth Financial Network, NFP Securities, Inc., Charles Schwab & Co., Inc., and Fidelity Investments Institutional Services Company, Inc. Michael holds Series 6, 26, 63, and 65 licenses. Michael specializes in providing financial advice to charitable organizations, corporations and other businesses, state or municipal government entities, and pension and profit-sharing plans. Michael’s firm USI Advisors provides a variety of financial services including portfolio management, investment advice, and seminars and consultations.
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.
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.
Seminars and consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
10/05/2015 - Present
USI Advisors (GLASTONBURY CT)
MA
05/13/2009 - 04/08/2010
COMMONWEALTH FINANCIAL NETWORK (WRENTHAM MA)
MA
02/22/2007 - 05/20/2009
NFP SECURITIES, INC. (NEWTON MA)
TX
11/17/2003 - 12/20/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
04/07/1998 - 10/16/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 03/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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