Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Blank is a financial advisor in Westlake Village, CA. Michael has been in the industry since 2001, and is currently registered with Wells Fargo Advisors Financial Network, LLC. Michael's previous employers include Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, WM Financial Services, Inc., and UBS Paine Webber Inc. Michael is a Series 66, Series 7 and SIE licensed advisor. Michael's specialties include portfolio management for individuals and businesses, financial planning, pension consulting and selection of other advisors. Michael also provides 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.
1
2
CA
09/02/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WESTLAKE VILLAGE CA)
CA
01/03/2011 - 09/02/2022
WELLS FARGO CLEARING SERVICES, LLC (WESTLAKE VILLAGE CA)
CA
07/29/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (VENTURA CA)
CA
03/26/2002 - 07/22/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
07/12/2001 - 02/26/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 07/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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