Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Aaron Padilla is a financial advisor with over 13 years of experience in the industry. Michael currently works at U.S. Bancorp Investments, Inc. based in Sioux Falls, SD. Michael has held previous roles with LPL FINANCIAL LLC, UNIONBANC INVESTMENT SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WELLS FARGO ADVISORS, LLC, and WELLS FARGO INVESTMENTS, LLC. Michael has earned the Series 6, 7, 63, and 65 licenses. Michael specializes in providing financial planning, portfolio management for businesses and individuals, 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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
SD
07/07/2023 - Present
U.s. Bancorp Investments, Inc. (Sioux Falls SD)
CA
05/30/2019 - 04/03/2023
LPL FINANCIAL LLC (FRESNO CA)
CA
12/20/2016 - 04/10/2019
UNIONBANC INVESTMENT SERVICES, LLC (FRESNO CA)
CA
09/16/2015 - 12/05/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRESNO CA)
CA
01/03/2011 - 09/03/2015
WELLS FARGO ADVISORS, LLC (CLOVIS CA)
CA
05/10/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (CLOVIS CA)
IA
Issued 10/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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