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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 Dean Woodman is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the industry since 1983 and is registered in Nebraska and Texas. Michael has a wide range of experience in the financial services industry. He is committed to providing clients with personalized financial advice and investment management services.
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
NE
05/08/2019 - Present
Wells Fargo Clearing Services, LLC (KEARNEY NE)
NE
04/02/2007 - 09/04/2008
MORGAN STANLEY & CO. INCORPORATED (KEARNEY NE)
NE
03/03/1987 - 04/02/2007
MORGAN STANLEY DW INC. (KEARNEY NE)
NA
03/06/1987 - 08/18/1987
TRANSAMERICA SECURITIES SALES CORPORATION
NA
08/26/1986 - 08/18/1987
TRANSAMERICA FINANCIAL RESOURCES, INC.
NA
10/03/1983 - 09/10/1986
E. F. HUTTON & COMPANY INC
IA
Issued 10/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1987
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
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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