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 Miskel is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry for over 40 years, having started in October 1981. Michael holds the Series 7, Series 63, and SIE licenses and has worked for several firms throughout his career, including UBS Financial Services Inc., Dean Witter Reynolds Inc. and Paine, Webber, Jackson & Curtis Inc.. Michael is currently registered to provide investment advisory services in Arizona, California, Hawaii, Indiana, New Mexico, Ohio, Utah and Virginia.
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
CA
09/24/2012 - Present
Wells Fargo Clearing Services, LLC (OXNARD CA)
CA
02/22/1985 - 09/28/2012
UBS FINANCIAL SERVICES INC. (WESTLAKE VILLAGE CA)
NA
11/02/1981 - 02/28/1985
DEAN WITTER REYNOLDS INC.
NA
10/01/1981 - 11/15/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
BC
Issued 03/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
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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