Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Muehl is an investment professional with over 30 years of experience in the financial services industry. Michael is a registered representative of Wells Fargo Clearing Services, LLC, a leading provider of financial services. Michael has a strong track record of providing personalized investment advice and financial planning services to individual and institutional clients. Michael has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Michael is committed to providing clients with the highest level of service and expertise.
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
CA
06/09/2017 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
06/01/2009 - 06/12/2017
MORGAN STANLEY (SAN DIEGO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
06/30/2006 - 04/02/2007
MORGAN STANLEY DW INC. (RANCHO BERNARDO CA)
CA
10/06/2000 - 07/24/2006
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
MO
05/22/1990 - 10/09/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/14/1988 - 06/11/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
06/23/1986 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
07/29/1985 - 11/24/1986
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION
IA
Issued 12/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1986
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1985
Series 6 - Investment Company Products/Variable Contracts 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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