Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Derrow is a financial advisor registered with Wells Fargo Clearing Services, LLC. Michael has been in the industry for over 5 years. Michael is also a registered investment advisor representative in Ohio. Michael's prior registrations include E*TRADE SECURITIES LLC and Morgan Stanley. Michael holds Series 7, 6, 66, 9, and 10 licenses. Michael specializes in Portfolio management for individuals and businesses, financial planning and investment consulting services to institutional clients. Michael's clients include individuals, high-net-worth individuals, corporations, charities, pension and profit-sharing plans, and insurance companies.
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
OH
06/27/2023 - Present
Wells Fargo Clearing Services, LLC (WESTERVILLE OH)
OH
10/03/2022 - 06/13/2023
E*TRADE SECURITIES LLC (Columbus OH)
OH
06/18/2020 - 06/13/2023
MORGAN STANLEY (Columbus OH)
OH
07/01/2019 - 04/29/2020
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
BOTH
Issued 08/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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