Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gish is an investment advisor representative at Wells Fargo Clearing Services, LLC. Michael has been in the securities industry since 1978. Michael has a wide range of experience in the financial services industry, having worked at several prominent firms prior to joining Wells Fargo Clearing Services, LLC. This includes Morgan Stanley, Citigroup Global Markets Inc., UBS Financial Services Inc., Dean Witter Reynolds Inc., Prudential-Bache Securities Inc., and E. F. Hutton & Company Inc.
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
CA
03/09/2024 - Present
Wells Fargo Clearing Services, LLC (FRESNO CA)
CA
06/01/2009 - 05/01/2017
MORGAN STANLEY (FRESNO CA)
CA
02/03/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)
NJ
02/20/1996 - 02/23/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/14/1989 - 02/23/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/08/1983 - 08/29/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
05/01/1978 - 12/05/1983
E. F. HUTTON & COMPANY INC
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1982
Series 5 - Interest Rate Options Examination
BC
Issued 04/15/1978
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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