Unclaimed
Michael Case is a financial advisor with Wells Fargo Securities, LLC. Michael is registered in Texas and has been in the financial industry since January 29, 2023. Michael holds the Series 63, Series 79TO and SIE licenses.
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.
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.
1
2
TX
01/30/2023 - Present
Wells Fargo Securities, LLC (HOUSTON TX)
BC
Issued 12/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Michael Case is the right advisor for you? Invested Better is here to help.