Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Michel is a financial advisor with over 10 years of experience in the industry. Gregory is registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC and holds Series 6, 7, 9, 10, 63, 66, 99TO and SIE licenses. Gregory provides investment consulting services to institutional clients, and specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
1
2
MO
09/20/2019 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
12/13/2013 - 04/26/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
07/31/2015 - 11/16/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
TN
07/02/1999 - 07/03/2003
PFIC SECURITIES CORPORATION (FRANKLIN TN)
BOTH
Issued 09/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/22/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1999
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Gregory Michel is the right advisor for you? Invested Better is here to help.
