Unclaimed
Michael Marley is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been in the financial industry since 1999. Michael is registered with the state of Florida as an Investment Advisor and is also registered with the state of Texas as a Registered Representative. Michael has a history of working in the industry with previous roles at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wachovia Securities, LLC.
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
IL
04/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OAKBROOK TERRACE IL)
FL
11/24/2014 - 04/12/2024
WELLS FARGO CLEARING SERVICES, LLC (ST. PETERSBURG FL)
FL
07/21/2006 - 11/26/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)
FL
01/20/2000 - 07/21/2006
WACHOVIA SECURITIES, LLC (SUN CITY CENTER FL)
FL
08/20/1999 - 03/07/2000
PALM STATE EQUITIES, INC. (SUN CITY CENTER FL)
IA
Issued 09/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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