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MW

Michael Wilson

INVESTMENT NETWORK
Canton, OH 44718
Some features on this profile are disabled
CRD#: 1096660
MW

Professional summary


Michael Wilson is a registered financial professional currently at INVESTMENT NETWORK, INC. located in Canton, Ohio.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1983. Michael has worked at 2 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael Wilson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 15, 2004 - Present

INVESTMENT NETWORK, INC.

Office #1: 4639 Whipple Ave Nw, Canton, OH 44718
RIA
BD
CRD#: 127724
Canton, OH
Past

February 21, 2003 - September 16, 2004

XTENT FINANCIAL GROUP, INC.

RIA
CRD#: 7854
AKRON, OH
Past

March 1, 1983 - September 16, 2004

XTENT FINANCIAL GROUP, INC.

BD
CRD#: 7854
AKRON, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(9/15/2004)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/17/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 11/18/2024
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IN
INVESTMENT NETWORK, INC.
INVESTMENT NETWORK, INC.

CRD#: 127724 / SEC#: , 8-66036

Ohio
Registered Investment Advisory firm - SEC (4/17/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
4639 Whipple Ave Nw, Canton, OH 44718
Mailing Address
4639 Whipple Ave Nw, Canton, OH 44718
Phone number
(330) 564-0568
Established
Ohio since 04/24/2003
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
25

FINRA licenses (27 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ARNOLD, GARY LEESHAREHOLDER852859
DYER, JOHN DCFO/FINOPS7506760
WILSON, MICHAELCCO1096660

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INVESTMENT NETWORK, INC.

CRD#: 127724Canton, OH 44718

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