Michael Wilson
Professional Summary
Michael Wilson is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
BETTERMENT
LPL ENTERPRISE, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
BETTERMENT
LPL ENTERPRISE, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
BETTERMENT
LPL ENTERPRISE, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
BETTERMENT
LPL ENTERPRISE, LLC
Years of Experience
43 years in the financial services industry
Current & Past Employments
Similar Advisors
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
BETTERMENT
LPL ENTERPRISE, LLC
Current Firm
INVESTMENT NETWORK, INC.
Contact Information
Main Address
4639 Whipple Ave Nw, Canton, OH 44718Mailing Address
4639 Whipple Ave Nw, Canton, OH 44718Phone Number
(330) 564-0568Established
Ohio since 04/24/2003Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
25FINRA licenses (27 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
2Similar Advisors
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
BETTERMENT
LPL ENTERPRISE, LLC
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.
Similar Advisors
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
BETTERMENT
LPL ENTERPRISE, LLC
State Registrations and Notice Filings
(9/15/2004)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
BETTERMENT
LPL ENTERPRISE, LLC
CRS (Client Relationship Summary) - BD
Click below to view Michael Wilson's CRS (Customer Relationship Summary).
Similar Advisors
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
BETTERMENT
LPL ENTERPRISE, LLC
