Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bakalars is a financial advisor at Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since 1981, and has been with Wells Fargo Clearing Services, LLC since 2012. Michael is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Oregon, Rhode Island, South Carolina, South Dakota, Texas, Virginia, Washington, and Wisconsin. Michael holds the following licenses: Series 6, Series 7, Series 63, and Series 66.
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
10/26/2012 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
03/02/1998 - 10/26/2012
RBC CAPITAL MARKETS, LLC (EDINA MN)
NA
12/12/1983 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NA
05/06/1981 - 12/16/1983
IDS LIFE INSURANCE COMPANY
NA
05/06/1981 - 12/16/1983
IDS MARKETING CORPORATION
NA
05/06/1981 - 12/16/1983
INVESTORS DIVERSIFIED SERVICES, INC.
BOTH
Issued 04/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1981
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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