Unclaimed
Michael Anthony Mele is an investment advisor representative with Wells Fargo Clearing Services, LLC, in Newark, Delaware. Michael Mele has been in the securities industry since October 1987. Michael Mele is licensed in 22 states and holds Series 63, 7, 15 and SIE licenses. Michael Mele has prior experience with firms including A. G. EDWARDS & SONS, INC., LINSCO/PRIVATE LEDGER CORP., KIDDER, PEABODY & CO. INCORPORATED, M.L. STERN & CO. INC., SHEARSON LEHMAN BROTHERS INC., DEAN WITTER REYNOLDS INC., BIRR, WILSON & CO., INC., and CALIFORNIA MUNICIPAL INVESTORS, INC.
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
DE
12/14/2024 - Present
Wells Fargo Clearing Services, LLC (NEWARK DE)
DE
10/14/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NEWARK DE)
SC
08/03/1993 - 10/19/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
05/17/1989 - 09/18/1991
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
11/25/1986 - 08/09/1988
M.L. STERN & CO. INC.
NA
04/05/1984 - 12/05/1986
SHEARSON LEHMAN BROTHERS INC.
NA
03/14/1984 - 04/17/1984
DEAN WITTER REYNOLDS INC.
NA
02/13/1984 - 03/15/1984
BIRR, WILSON & CO., INC.
NA
03/01/1983 - 02/14/1984
CALIFORNIA MUNICIPAL INVESTORS, INC.
BC
Issued 07/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 02/19/1983
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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