Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jon Shanks is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since 2000 and is registered with the states of California, Florida, Illinois, Iowa, Minnesota, Utah and Wisconsin. Michael also holds licenses with the Financial Industry Regulatory Authority (FINRA) and has Series 6, 7 and 66 licenses. Michael has experience providing financial advice to a wide range of clients including high net worth individuals, corporations and charitable organizations. Michael is committed to helping clients achieve their financial goals.
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
MN
11/05/2013 - Present
Wells Fargo Clearing Services, LLC (ST PAUL MN)
MN
07/31/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAINT PAUL MN)
MN
12/01/2001 - 08/03/2009
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
08/22/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
KS
05/10/2000 - 08/22/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2000
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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