Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael is a financial advisor in Coral Springs, Florida and has been in the industry since 2007. John has a strong background in the financial industry, with prior experience at Stifel, Nicolaus & Company, Incorporated and Wells Fargo Advisors, LLC. Currently, John works at Wells Fargo Clearing Services, LLC. John holds Series 6, 7, 63 and 66 licenses and the SIE exam. John Michael is registered to conduct business in 33 states and the District of Columbia. John is a registered representative of Wells Fargo Clearing Services, LLC and an investment advisor representative of Wells Fargo Advisors, LLC.
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
FL
11/29/2017 - Present
Wells Fargo Clearing Services, LLC (CORAL SPRINGS FL)
CA
08/01/2012 - 05/13/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PARADISE CA)
CA
06/27/2007 - 07/31/2012
WELLS FARGO ADVISORS, LLC (CAMERON PARK CA)
BOTH
Issued 09/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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