Unclaimed
Michael Jerome Dymkowski is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since 1993 and is licensed in several states, including Michigan, Texas and Utah. Michael's previous experience includes roles at Morgan Stanley and J.P. Morgan Securities LLC. Michael holds the Series 7, Series 63, and Series 65 licenses and is also a Certified Financial Planner.
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
MI
04/05/2023 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM MI)
MI
11/27/2013 - 04/29/2022
MORGAN STANLEY (Bloomfield Hills MI)
MI
10/01/2012 - 12/05/2013
J.P. MORGAN SECURITIES LLC (BRIGHTON MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRIGHTON MI)
IL
02/01/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
03/22/1996 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
01/25/1995 - 03/21/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MO
03/16/1993 - 01/23/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 01/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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