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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Siracuse, iii is a registered Investment Advisor Representative with Wainwright Investment Counsel LLC in Boston, Massachusetts. Michael is the Head Trader & Vice President and is also the Private Placement Principal and Municipal Securities Principal of WFS, LLC. Michael has been in the industry since August 4, 2003. Michael holds Series 65, Series 66, Series 53, Series 24, Series 99TO, Series 57TO, SIE, Series 79, Series 55, and Series 7 licenses. Michael is also registered in Massachusetts and New Hampshire.
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.
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.
Bespoke advisory and consult, solicit fees
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 calculated based on the performance of your investments relative to a benchmark.
Bespoke advisory and consulting services
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2
MA
07/01/2013 - Present
Wainwright Investment Counsel LLC (BOSTON MA)
NY
08/10/2001 - 02/04/2002
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
IA
Issued 06/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/12/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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