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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 Jay Manheim is an Investment Advisor Representative at Wells Fargo Clearing Services, LLC. Michael is a registered Investment Advisor with the state of New Jersey and has been in the industry for over 45 years, having started in 1970 with Howard Lawrence & Co., Inc. Michael holds several licenses including Series 1, 7, 55, 63, 65 and 40. Michael has held positions at Gibraltar Securities Co., Tucker Anthony Incorporated, RBC Dain Rauscher Inc. and Wells Fargo Advisors LLC. Michael's current position is with Wells Fargo Clearing Services, LLC in their RED BANK, NJ location. Michael has been with Wells Fargo Clearing Services, LLC since 2016. Michael is a licensed Investment Advisor Representative with multiple states.
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
NJ
03/15/2007 - Present
Wells Fargo Clearing Services, LLC (RED BANK NJ)
NJ
03/09/2002 - 03/29/2007
RBC DAIN RAUSCHER INC. (FLORHAM PARK NJ)
MA
09/01/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
04/06/1976 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
NA
03/04/1970 - 03/03/1972
HOWARD LAWRENCE & CO., INC.
IA
Issued 06/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1978
Series 40 - Registered Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/17/1978
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1970
Series 1 - Registered 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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