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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Altschuler is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been in the industry since 1984 and has a variety of experience in both brokerage and investment advisory services. He has held licenses and registrations in several states including New Jersey, Texas, California, Florida, New York and many others. Michael is committed to providing personalized financial advice and investment management services to meet the individual needs of his clients. He has a strong track record of helping individuals and families achieve 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.
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2
NJ
09/07/2016 - Present
Wells Fargo Advisors Financial Network, LLC (COLTS NECK NJ)
NY
03/20/1985 - 10/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
10/26/1984 - 02/26/1985
HOMESTEAD SECURITIES, INC.
IA
Issued 10/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1989
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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