Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Kalas is a financial advisor with over 30 years of experience in the industry. Michael Kalas is currently registered with Wells Fargo Clearing Services, LLC, and has been with the firm since March 2018. Michael Kalas has a wide range of experience, having previously worked for STIFEL, NICOLAUS & COMPANY, INCORPORATED, ROBERT W. BAIRD & CO. INCORPORATED, PRINCIPAL FINANCIAL SECURITIES,INC., DAIN BOSWORTH INCORPORATED, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and E. F. HUTTON & COMPANY INC. Michael Edward Kalas specializes in providing investment advisory services for individuals, businesses, investment companies, and retirement plans. Michael Kalas has a strong track record of success in helping clients achieve their financial goals.
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
IL
01/19/2025 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
06/15/2007 - 03/15/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHICAGO IL)
IL
04/04/1997 - 06/19/2007
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
TX
02/22/1993 - 04/10/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
12/11/1991 - 02/23/1993
DAIN BOSWORTH INCORPORATED
NY
11/10/1986 - 12/13/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/24/1986 - 11/25/1986
E. F. HUTTON & COMPANY INC
NA
07/26/1984 - 07/17/1986
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 11/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
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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