Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Levine has over 25 years of experience in the financial services industry. Michael is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC, where Michael has been affiliated since 2009. Previously, Michael was a Registered Representative and Investment Advisor Representative for A.G. Edwards & Sons, Inc. from 2001 to 2008, Salomon Smith Barney Inc. from 1998 to 2001, and Merrill Lynch, Pierce, Fenner & Smith Incorporated from 1996 to 1998. Michael is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses.
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
02/22/2016 - Present
Wells Fargo Clearing Services, LLC (SHORT HILLS NJ)
NJ
01/26/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SHORT HILLS NJ)
NY
08/26/1998 - 01/22/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/01/1996 - 08/18/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/01/1988 - 10/05/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 01/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1988
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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