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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Anselmi is a financial advisor who has been in the industry since 2008. Michael is registered with Wells Fargo Advisors Financial Network, LLC and has branch office locations in Baltimore and Ellicott City. Michael is also registered as an investment advisor in Maryland and Texas. Michael has a Series 7, 66, and 31 licenses. He has his Certified Financial Planner designation. Michael's prior work experience includes roles with Morgan Stanley Private Bank, National Association and Morgan Stanley. Michael Anthony Anselmi specializes in financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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.
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2
MD
04/18/2019 - Present
Wells Fargo Advisors Financial Network, LLC (BALTIMORE MD)
MD
06/01/2009 - 04/23/2019
MORGAN STANLEY (HUNT VALLEY MD)
MD
10/17/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 11/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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