Unclaimed
Michael Verhulst is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 30 years of experience in the financial services industry. Michael has a strong background in investment management and has held various positions at leading firms such as UBS Financial Services Inc., William Blair & Company L.L.C., Donaldson, Lufkin & Jenrette Securities Corporation, and Salomon Smith Barney Inc. Michael holds licenses to operate in various states and has a deep understanding of the financial markets. Michael specializes in providing investment consulting services to institutional clients as well as financial planning, portfolio management, and pension consulting services to individuals and businesses.
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
IL
11/13/2013 - Present
Wells Fargo Advisors Financial Network, LLC (CHICAGO IL)
IL
07/27/2007 - 11/19/2013
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
04/26/2002 - 07/31/2007
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NJ
07/05/2000 - 05/29/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
01/29/1992 - 07/05/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1992
Series 3 - National Commodity Futures Examination
BC
Issued 01/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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