Unclaimed
Malon Wickham is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Malon has been in the industry since 1987 and has experience working with various clients including corporations, individuals, and charitable organizations. Malon specializes in providing financial planning, pension consulting, investment consulting services, and portfolio management. Malon also has experience in selecting other advisors for clients. Currently, Malon holds registrations in 23 states and is a registered representative of Wells Fargo Advisors Financial Network, LLC. Malon has held past registrations with Wells Fargo Clearing Services, LLC and Morgan Keegan & Company, Inc.
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
GA
10/09/2020 - Present
Wells Fargo Advisors Financial Network, LLC (COLUMBUS GA)
GA
07/26/2010 - 10/09/2020
WELLS FARGO CLEARING SERVICES, LLC (COLUMBUS GA)
GA
09/18/2006 - 07/26/2010
MORGAN KEEGAN & COMPANY, INC. (COLUMBUS GA)
GA
07/05/2000 - 07/13/2006
MORGAN KEEGAN & COMPANY, INC. (COLUMBUS GA)
NY
11/17/1989 - 07/12/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
11/25/1987 - 12/11/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/04/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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