Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Michelsen is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Kenneth has been in the industry since 1998 and has worked at Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC and Wells Fargo Securities Inc.. Kenneth is registered with the state of California and has Series 7, Series 63, Series 65 and Series 66 securities licenses. Kenneth specializes in providing investment advisory services, portfolio management and financial planning to individuals and businesses. Kenneth is also licensed in Arizona, Florida, Nevada, Oregon and Washington.
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
CA
03/11/2013 - Present
Wells Fargo Clearing Services, LLC (LONG BEACH CA)
CA
05/02/2001 - 01/05/2010
WELLS FARGO INVESTMENTS, LLC (LONG BEACH CA)
CA
08/18/1995 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 03/08/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities 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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