Unclaimed
Michael Nobles is a financial advisor with &partners, LLC. Michael has been in the financial industry since November 1994. He has a diverse range of licenses and registrations, including Series 7, Series 63, Series 65, and Series 66. Michael has worked with WELLS FARGO ADVISORS LLC and WELLS FARGO CLEARING SERVICES, LLC in the past. Michael currently holds an approved registration with Texas. Michael is a registered representative for the state of Texas, a registered investment adviser, and a registered representative. Michael's firm &partners, LLC, manages approximately $1 billion to $10 billion in assets and has 254 clients. The firm has offices in Nashville, Tennessee; Houston, Texas; Clayton, Missouri.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
08/16/2024 - Present
&partners (NASHVILLE TN)
TX
11/23/1994 - 08/27/2024
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
BOTH
Issued 06/05/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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