Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wilhelm is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the industry since 1986 and has a strong track record of success. Michael has extensive experience in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Michael holds Series 3, 7, 63 and 65 licenses. Michael is committed to helping clients achieve their financial goals and is dedicated to providing personalized advice and exceptional service.
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
MO
09/02/2014 - Present
Wells Fargo Clearing Services, LLC (CLAYTON MO)
MO
06/01/2009 - 09/22/2014
MORGAN STANLEY (CLAYTON MO)
MO
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLAYTON MO)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/22/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
05/23/1986 - 06/30/1987
PAINEWEBBER INCORPORATED
IA
Issued 09/25/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1988
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
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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