Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Garrett Borok is a financial advisor associated with Wells Fargo Advisors Financial Network, LLC, and has been in the industry since June 17, 2012. Michael is registered to provide investment advice in 27 states and holds Series 66, 7 and SIE licenses. Michael has a diverse background, having worked with various firms and institutions, including Wells Fargo Clearing Services, LLC. Michael is also the owner of two investment-related companies: Shoreline Investment Strategies, LLC and Focus Financial Wealth Management, LLC. Michael is committed to providing clients with comprehensive and personalized financial services, including investment management, financial planning, and retirement planning.
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
OK
03/12/2020 - Present
Wells Fargo Advisors Financial Network, LLC (GROVE OK)
OK
06/18/2012 - 03/12/2020
WELLS FARGO CLEARING SERVICES, LLC (GROVE OK)
BOTH
Issued 07/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Borok is the right advisor for you? Invested Better is here to help.
