Unclaimed
Michael Grant Chapman is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the financial industry since 2014 and is registered with the state of Virginia. Michael is a licensed representative with the state of Texas and Virginia. Michael is also a licensed representative with the state of Texas and Virginia for investment advisory services. In addition, Michael is a registered representative with the state of Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia for investment advisory services. Michael has experience in a wide range of investment products, including stocks, bonds, mutual funds, and exchange-traded funds. Michael is also experienced in providing financial planning services, including retirement planning, college savings, and estate planning. Michael's commitment to providing clients with exceptional service and personalized financial guidance is evident in their long tenure in the industry and impressive track record.
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
VA
10/08/2021 - Present
Wells Fargo Clearing Services, LLC (VIRGINIA BEACH VA)
VA
07/15/2014 - 10/11/2021
EDWARD JONES (VIRGINIA BEACH VA)
BOTH
Issued 08/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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