Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Michalke is a financial advisor with over 30 years of experience in the industry. George is currently registered with Wells Fargo Clearing Services, LLC in both Ohio and Texas. George has worked with a variety of firms throughout their career, including Key Investment Services LLC, Amtrust Investment Services, Inc., and Raymond James & Associates, Inc. George has a wide range of experience in providing financial advice to individuals, businesses, and institutions. They are also a representative to the board of directors for the T1EHL Cleveland Barons Hockey Club.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
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2
OH
12/11/2023 - Present
Wells Fargo Clearing Services, LLC (CLEVELAND OH)
OH
04/30/2010 - 12/15/2023
KEY INVESTMENT SERVICES LLC (PARMA OH)
OH
02/01/2008 - 03/10/2010
AMTRUST INVESTMENT SERVICES, INC. (SOLON OH)
OH
07/01/2005 - 02/06/2008
INVEST FINANCIAL CORPORATION (AMHERST OH)
OH
01/02/2004 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
OH
12/04/2003 - 02/11/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
11/05/2002 - 09/08/2003
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
FL
09/10/1999 - 11/15/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
OH
07/24/1998 - 10/13/1999
FIFTH THIRD SECURITIES (CINCINNATI OH)
MI
09/10/1999 - 09/25/1999
RONEY & CO. (DETROIT MI)
OH
10/11/1996 - 07/31/1998
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
06/17/1994 - 10/02/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
10/05/1992 - 06/21/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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