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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 John Zehnder is a financial advisor registered with Wells Fargo Clearing Services, LLC. Michael has been a financial advisor since 1995 and has experience with a variety of financial products and services. Michael is also a registered investment advisor in California and Texas. Michael is a Series 6, 7, 63, and 65 licensed professional. Michael's office is located at 1512 Eureka Rd in Roseville, California.
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.
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2
CA
11/09/2018 - Present
Wells Fargo Clearing Services, LLC (ROSEVILLE CA)
CA
04/06/2005 - 06/26/2007
IFMG SECURITIES, INC. (PENN VALLEY CA)
MO
10/04/1996 - 03/17/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
02/06/1996 - 10/17/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/09/1995 - 11/06/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
09/01/1994 - 12/05/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 08/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1994
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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