Unclaimed
Michael Christian Billings is an advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been in the industry since November 2003. Michael holds licenses in both broker-dealer and investment advisor capacity. Michael’s firm is based in St. Louis, MO, and they have approximately 346,499 client accounts with total assets under management of $154,192,149,347. Michael Billings is registered with FINRA, which requires completion of the Series 7 exam, the Series 31 exam, the Securities Industry Essentials Examination, and a State Examination. Michael Billings is also registered as an Investment Advisor Representative in Idaho and Texas.
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
ID
10/24/2014 - Present
Wells Fargo Advisors Financial Network, LLC (BOISE ID)
ID
11/17/2006 - 10/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
ID
11/04/2003 - 11/22/2006
MCDONALD INVESTMENTS INC. (BOISE ID)
BC
Issued 11/17/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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