Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Christopher Schaller is a registered representative with &partners. Michael has over 9 years of experience in the financial services industry. Michael has a Series 99TO, Series SIE, and Series 99 license. Previously, Michael was employed by WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO PRIME SERVICES, LLC, WELLS FARGO SECURITIES, LLC, and FIRST CLEARING, LLC. &partners is a registered investment advisor with over $1 Billion - $10 Billion in assets under management. The firm offers a variety of services, including financial planning, portfolio management, and investment advisory services. &partners has a strong focus on providing personalized service to their 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
08/23/2023 - Present
&partners (Clayton MO)
MO
01/24/2014 - 08/05/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
06/19/2012 - 08/05/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
CA
11/14/2018 - 06/23/2020
WELLS FARGO PRIME SERVICES, LLC (SAN FRANCISCO CA)
NC
11/14/2018 - 06/23/2020
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
MO
01/24/2014 - 11/22/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
CA
10/26/2016 - 11/18/2016
WELLS FARGO PRIME SERVICES, LLC (SAN FRANCISCO CA)
MO
10/26/2016 - 11/18/2016
WELLS FARGO SECURITIES, LLC (ST LOUIS MO)
BC
Issued 08/08/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/08/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Michael Schaller is the right advisor for you? Invested Better is here to help.
