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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hartman is a financial advisor with over 23 years of experience in the industry. Michael is registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since September 2021. Prior to that, Michael was with Wells Fargo Clearing Services, LLC for 12 years. Michael is a Certified Financial Planner and holds Series 7, 66, and SIE licenses. Michael specializes in providing financial planning, investment consulting, and portfolio management services to individuals, businesses, and institutions. Michael's experience and expertise can help you achieve your financial goals.
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
MD
09/10/2021 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
02/13/2009 - 09/10/2021
WELLS FARGO CLEARING SERVICES, LLC (HUNT VALLEY MD)
MD
02/21/2006 - 03/09/2009
CITIGROUP GLOBAL MARKETS INC. (HUNT VALLEY MD)
MD
10/15/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 09/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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