Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Elwyn Goettsch is a financial professional with over 8 years of experience in the industry. Michael is currently registered as a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC, a firm with over $10 billion - $50 billion in assets under management. Michael has held prior positions with a variety of firms including State Farm VP Management Corp, Royal Alliance Associates, Inc, Brokers International Financial Services, LLC, Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Farmers Financial Solutions, LLC. Michael holds the Series 6, 7, 63, 65 and 66 licenses and SIE certification. Michael's areas of expertise include portfolio management for individuals and businesses, pension consulting, financial planning and selection of other advisors.
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
TX
05/20/2024 - Present
Wells Fargo Clearing Services, LLC (NEW BRAUNFELS TX)
IL
05/21/2021 - 01/04/2024
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
07/07/2020 - 08/17/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SAN ANTONIO TX)
TX
03/12/2019 - 10/07/2019
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Garden Ridge TX)
MO
10/08/2018 - 11/27/2018
EDWARD JONES (ST. LOUIS MO)
TX
05/16/2018 - 09/27/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
05/16/2017 - 10/30/2017
FARMERS FINANCIAL SOLUTIONS, LLC (GARDEN RIDGE TX)
IA
Issued 05/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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