Michael L. Wilson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Loy Wilson, CFP® was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 1986. Michael had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 8 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1989
Experience
March 28, 2013 - March 19, 2014
LEARNVEST PLANNING SERVICES, LLC
August 24, 2007 - September 5, 2023
INTEGRITY FINANCIAL PLANNING
March 16, 1994 - January 11, 1996
INVESCO DISTRIBUTORS, INC.
January 30, 1987 - February 17, 1994
FIDELITY BROKERAGE SERVICES LLC
March 26, 1986 - January 1, 1987
FIDELITY DISTRIBUTORS CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 8
Date: 8/21/1991
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
LEARNVEST PLANNING SERVICES, LLC
CRD#: 162453 / SEC#: 801-76617
Contact information
Red Flags
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