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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 Herget is a financial advisor with over 20 years of experience in the financial services industry. Michael is registered with Wells Fargo Clearing Services, LLC in Illinois and Texas. Michael's previous experience includes roles at Citigroup Global Markets Inc., Citicorp Investment Services, Chase Investment Services Corp., Banc One Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is a Series 7 and Series 66 licensed representative. Michael is a Registered Representative with Wells Fargo Advisors LLC. Michael's primary focus is on investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses.
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
IL
11/22/2019 - Present
Wells Fargo Clearing Services, LLC (ORLAND PARK IL)
IL
05/29/2007 - 05/13/2010
CITIGROUP GLOBAL MARKETS INC. (ORLAND PARK IL)
IL
12/12/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (ORLAND PARK IL)
IL
07/06/2005 - 12/08/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/19/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
01/29/2001 - 08/01/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2001
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
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