Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ratner is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Wells Fargo Clearing Services, LLC and has been with them since September 2019. Michael holds a Series 7, 63, and 65 license. Prior to joining Wells Fargo, Michael was with SunTrust Investment Services, Inc., UBS Financial Services Inc., and Charles Schwab & Co., Inc. Michael specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses.
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
01/10/2025 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
06/17/2016 - 09/12/2019
SUNTRUST INVESTMENT SERVICES, INC. (BOYNTON BEACH FL)
FL
04/11/2011 - 07/05/2016
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
08/15/2002 - 01/31/2011
CHARLES SCHWAB & CO., INC. (BOCA RATON FL)
NY
02/26/1998 - 07/12/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
06/27/1997 - 01/16/1998
CIBC OPPENHEIMER (NEW YORK NY)
NY
02/04/1997 - 08/19/1997
BISHOP, ALLEN, INC. (NEW YORK NY)
IA
Issued 12/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1997
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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