Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Feland Budd is a financial advisor with over 40 years of experience in the financial services industry. Michael is a Certified Financial Planner and holds FINRA Series 7, 9, 10, 31 and 63 licenses, as well as the SIE and Series 65 registrations. Michael has worked for a number of reputable firms, including Wachovia Securities, LLC, Morgan Stanley, and Wells Fargo Advisors Financial Network, LLC. Michael's current affiliation is with Wells Fargo Advisors Financial Network, LLC.
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
CA
01/12/2018 - Present
Wells Fargo Advisors Financial Network, LLC (FRESNO CA)
CA
06/01/2009 - 08/26/2016
MORGAN STANLEY (FRESNO CA)
CA
01/04/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FRESNO CA)
CA
09/04/1990 - 01/07/2008
WACHOVIA SECURITIES, LLC (FRESNO CA)
NA
04/20/1988 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
12/10/1985 - 05/25/1988
PAINEWEBBER INCORPORATED
NA
01/19/1981 - 12/17/1985
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 01/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/04/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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