Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Burns is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been a registered representative since February 14, 1989. Michael is a Certified Financial Planner and has been in the financial services industry for over 30 years. Michael has been registered in several states including Florida, Texas, Alabama, Arizona, California, Connecticut, Delaware, Georgia, Idaho, Illinois, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Virginia, and Wisconsin. Michael's current position is with Wells Fargo Clearing Services, LLC in Vero Beach, Florida. Prior to joining Wells Fargo Clearing Services, LLC, Michael worked at A.G. Edwards & Sons, Inc. in Vero Beach, Florida.
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
FL
02/16/2011 - Present
Wells Fargo Clearing Services, LLC (VERO BEACH FL)
FL
02/14/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (VERO BEACH FL)
BC
Issued 03/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2009
Series 3 - National Commodity Futures Examination
BC
Issued 02/11/1989
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 Burns is the right advisor for you? Invested Better is here to help.
