Unclaimed
Michael Harrison is a financial advisor with over 25 years of experience. Michael is registered with Wells Fargo Advisors Financial Network, LLC and has been with Wells Fargo for many years. Michael has offices in both The Villages and Gainesville, Florida. Michael is a Series 7, 6, 63 and 65 licensed advisor. Michael provides investment consulting, financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Michael's practice focuses on individuals, high net worth individuals, corporations, trusts, charitable organizations, and pension and profit-sharing plans.
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
05/08/2023 - Present
Wells Fargo Advisors Financial Network, LLC (THE VILLAGES FL)
FL
10/01/2000 - 05/05/2023
WELLS FARGO CLEARING SERVICES, LLC (GAINESVILLE FL)
NC
04/21/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 07/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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