Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gary Minter is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Wells Fargo Clearing Services, LLC and holds both Series 63 and Series 65 licenses as well as Series 7 and SIE licenses. Michael has previously been registered with Edward Jones. Michael has an extensive background in the financial industry, having worked with both Wachovia Bank and Wells Fargo Advisors before his current role. Michael is currently registered in 23 states. He has a wide range of experience advising individuals and families, corporations, and charitable organizations on a variety of financial matters, including portfolio management, financial planning, investment consulting, and retirement planning. Michael is committed to providing personalized and comprehensive financial advice to his clients.
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
FL
02/07/2023 - Present
Wells Fargo Clearing Services, LLC (BRANDON FL)
MO
10/10/2000 - 05/25/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
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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