Unclaimed
Michael Connors Price is a registered representative with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since January 13, 2016. Michael is registered in 27 states and has Series 7, Series 66, and SIE licenses. Michael has worked at Ameriprise Financial Services, Inc. and Anytime Fitness Big Bend in addition to Wells Fargo Clearing Services, LLC. Michael offers investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management services for both businesses and individuals.
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
FL
09/18/2018 - Present
Wells Fargo Clearing Services, LLC (SUN CITY CENTER FL)
FL
01/14/2016 - 06/01/2017
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
BOTH
Issued 02/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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