Unclaimed
Michael Despres is a financial advisor registered with Wells Fargo Clearing Services, LLC. Michael has been working in the financial industry since 1986, specializing in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Michael holds the Series 7, Series 63, Series 65, and SIE licenses and is currently registered with the states of Michigan and Texas. Michael has been with Wells Fargo Clearing Services since 2016 and is associated with the Wells Fargo Advisors, LLC branch in Grand Rapids, Michigan.
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
MI
08/06/2020 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
NY
08/25/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/04/1988 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
10/23/1987 - 07/29/1988
RODMAN & RENSHAW INC.
NA
09/26/1986 - 11/13/1987
H. B. SHAINE & CO., INC.
IA
Issued 01/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities 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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