Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Michelsen is a financial advisor registered with Wells Fargo Clearing Services, LLC. Mark has been in the industry since 2006 and holds multiple licenses including Series 63, 65, 66, 7, 9, 10, and SIE. Mark has experience working with Wells Fargo Advisors Financial Network, LLC and Kenny Securities Corp. In addition to working as an investment advisor, Mark is also a Registered Representative. Mark's current firm, Wells Fargo Clearing Services, LLC, is a large firm that serves individuals, high-net-worth individuals, corporations, businesses, government entities, and more. The firm offers a range of services, including portfolio management, financial planning, investment consulting, and selection of other advisors.
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
04/23/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
03/30/2020 - 04/23/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
03/23/2009 - 12/09/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
04/07/2000 - 03/09/2001
KENNY SECURITIES CORP. (ST. LOUIS MO)
BOTH
Issued 06/13/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2009
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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