Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J. Muller is a financial advisor registered with Wells Fargo Clearing Services, LLC since November 2016. Michael has over 20 years of experience in the financial services industry. Previously, Michael was registered with WELLS FARGO INVESTMENTS, LLC, INVESTMENT CENTERS OF AMERICA, INC., and MORGAN STANLEY DW INC. Michael is also a registered investment advisor in California and Texas. Michael has a Series 7, Series 31, Series 66, and SIE licenses. Michael currently works out of the Fresno, CA branch office of Wells Fargo Clearing Services, LLC.
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
CA
05/31/2024 - Present
Wells Fargo Clearing Services, LLC (FRESNO CA)
CA
01/05/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FRESNO CA)
CA
01/07/2005 - 01/05/2007
INVESTMENT CENTERS OF AMERICA, INC. (OAKHURST CA)
NY
08/01/2003 - 01/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/2003
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
Not sure Michael Muller is the right advisor for you? Invested Better is here to help.
