Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bruce Alsup is a financial advisor registered with Wells Fargo Clearing Services, LLC. Michael has been working in the financial services industry since August 23, 1983. Michael has been with Wells Fargo Clearing Services, LLC since April 2019. Michael has held previous roles with firms such as Morgan Stanley and Citigroup Global Markets 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
OK
04/18/2019 - Present
Wells Fargo Clearing Services, LLC (TULSA OK)
OK
06/01/2009 - 04/23/2019
MORGAN STANLEY (TULSA OK)
OK
07/11/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TULSA OK)
OK
05/11/2001 - 07/24/2008
UBS FINANCIAL SERVICES INC. (TULSA OK)
MO
02/01/1988 - 06/06/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
08/24/1983 - 02/11/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 09/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/22/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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