Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wilson is an investment professional with over seven years of experience in the financial services industry. Michael currently works as a registered representative at Piper Sandler & Co. and is located in Greenwich, Connecticut. Michael has previously worked at Weeden & Co. L.P., also in Greenwich, Connecticut. Michael holds a Series 99 and a Securities Industry Essentials Examination license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
1
2
CT
08/02/2019 - Present
Piper Sandler & Co. (Greenwich CT)
CT
07/24/2012 - 08/02/2019
WEEDEN & CO.L.P. (GREENWICH CT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Michael Wilson is the right advisor for you? Invested Better is here to help.
