Unclaimed
Michael Tursi is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been in the financial services industry since 2015. Michael is registered with FINRA, the state of Illinois and 24 other states. Michael has Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Michael has worked with Charles Schwab & Co., Inc. and PNC Investments.
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
OH
08/29/2019 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
IL
08/17/2017 - 09/05/2019
PNC INVESTMENTS (BUFFALO GROVE IL)
IL
11/24/2015 - 07/11/2017
CHARLES SCHWAB & CO., INC. (SCHAUMBURG IL)
BOTH
Issued 01/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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