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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 Rutledge is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Michael has been in the industry since November 2009 and has registrations in both Alabama and Texas. Michael has a diverse range of experience and certifications, including Series 3, 7, 9, 10, 66, and SIE exams. Michael specializes in various areas, including portfolio management for both businesses and individuals, financial planning, pension consulting, and selection of other advisors. Michael is committed to providing personalized financial advice tailored to the specific needs of clients, ensuring their financial well-being and long-term success.
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
AL
01/05/2016 - Present
Wells Fargo Clearing Services, LLC (HUNTSVILLE AL)
AL
11/09/2009 - 12/15/2015
EDWARD JONES (HUNTSVILLE AL)
BOTH
Issued 11/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2016
Series 3 - National Commodity Futures Examination
BC
Issued 11/06/2009
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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