Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Don Portman is a financial advisor at Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry for over 50 years. Michael has a wide range of experience, having worked at A. G. EDWARDS & SONS, INC. and LENTZ, NEWTON & CO. before joining Wells Fargo Clearing Services, LLC in 2008. Michael is registered in 29 states and holds multiple industry licenses and certifications.
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
TX
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (AUSTIN TX)
TX
12/11/1974 - 01/03/2008
A. G. EDWARDS & SONS, INC. (AUSTIN TX)
NA
10/12/1970 - 10/04/1975
LENTZ, NEWTON & CO.
BC
Issued 04/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/01/1980
Series 4 - Registered Options Principal Examination
BC
Issued 07/18/1972
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 03/17/1970
Series 1 - Registered 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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