Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dale Weston is a financial advisor with over 30 years of experience in the industry. Michael Dale Weston is currently registered with Wells Fargo Clearing Services, LLC. Michael Dale Weston is registered in several states including Iowa, Texas, Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Kansas, Louisiana, Michigan, Missouri, Ohio and Texas. Michael Dale Weston offers a variety of financial services including portfolio management, investment consulting, and financial planning. Michael Dale Weston has been with Wells Fargo Clearing Services, LLC since 2016. Prior to that, Michael Dale Weston worked for Wells Fargo Advisors LLC and Wells Fargo Investments, LLC. Michael Dale Weston is dedicated to providing his clients with personalized financial advice and helping them reach their financial goals.
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
IA
04/08/2015 - Present
Wells Fargo Clearing Services, LLC (OTTUMWA IA)
IA
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (OTTUMWA IA)
MN
12/13/2000 - 08/13/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
12/17/1993 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
11/08/1991 - 01/20/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
07/26/1988 - 10/11/1991
MIDAMERICA MANAGEMENT CORPORATION (CEDAR RAPIDS IA)
BOTH
Issued 11/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1988
Series 6 - Investment Company Products/Variable Contracts 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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