Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Masters is a financial advisor with over 17 years of experience in the financial services industry. Michael has been registered with Newedge Advisors since January 2023. Prior to joining Newedge Advisors, Michael was a financial advisor with Wells Fargo Advisors Financial Network, LLC for 10 years and Merrill Lynch, Pierce, Fenner & Smith Incorporated for 7 years. Michael holds the Series 66, Series 7, Series 24, and SIE licenses. He is also a Certified Financial Planner. Michael's areas of expertise include financial planning, portfolio management, and retirement planning. Michael is committed to providing his clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
01/06/2023 - Present
Newedge Advisors (Peachtree Corners GA)
GA
05/03/2013 - 01/27/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ALPHARETTA GA)
GA
07/21/2005 - 05/06/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
BOTH
Issued 07/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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