Michael W. Wilcheck
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 Wayne Wilcheck II was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 1997. Michael had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 52, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 12, 2021 - December 23, 2025
TRUE ALCHEMY ASSET MANAGEMENT
April 23, 2021 - December 31, 2023
TRUE ALCHEMY ASSET MANAGEMENT
November 16, 2018 - August 7, 2020
CRAFT WEALTH SERVICES
September 3, 2008 - November 26, 2018
OPPENHEIMER & CO. INC.
September 3, 2008 - November 26, 2018
OPPENHEIMER & CO. INC.
June 25, 2003 - September 9, 2008
AMERIPRISE ADVISOR SERVICES, INC.
January 1, 1997 - September 9, 2008
AMERIPRISE ADVISOR SERVICES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
TRUE ALCHEMY ASSET MANAGEMENT
CRD#: 312734 / SEC#:
Contact information
Red Flags
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