Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cohen is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been a financial advisor for over 15 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Michael has been registered with the Financial Industry Regulatory Authority (FINRA) since 2007. Michael is also registered with the state of North Carolina as an investment advisor representative. Prior to joining Wells Fargo Clearing Services, LLC, Michael worked for PNC Investments and Wells Fargo Advisors, LLC. Michael has a broad range of experience in the financial services industry, including investment management, financial planning, and retirement planning. Michael is committed to providing his clients with personalized financial advice that meets their individual needs and 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
NC
09/01/2016 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
05/13/2015 - 09/01/2016
PNC INVESTMENTS (CHARLOTTE NC)
NC
01/18/2012 - 05/13/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
12/07/2007 - 02/04/2010
AXA ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 01/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
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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