Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Pascale is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Michael has been in the industry since 1980 and has a wide range of experience. Michael is currently registered in 39 states and the District of Columbia. Michael is also licensed as an Investment Advisor Representative in Maryland, New Jersey, and the District of Columbia. Michael has a broad range of experience in financial services and works with individuals, businesses, and charitable organizations. Michael can help you develop a personalized financial plan and portfolio strategy.
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
DC
03/18/2024 - Present
Wells Fargo Clearing Services, LLC (WASHINGTON DC)
NY
02/10/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/22/1980 - 02/28/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1990
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/19/1980
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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