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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 Cifelli is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been in the industry since June 1984. Michael is registered in Florida, Pennsylvania and Texas. Michael is also a registered investment advisor with the state of Florida, Pennsylvania and Texas. Michael is a licensed broker with both the state of Florida and Pennsylvania. Michael has a Series 7, 63, and 65 license and is also licensed to sell insurance. Michael is based in St. Petersburg, Florida. Michael specializes in providing financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
FL
01/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ST. PETERSBURG FL)
PA
03/01/2012 - 01/19/2024
WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)
NJ
06/01/2009 - 03/06/2012
MORGAN STANLEY SMITH BARNEY (NORTHFIELD NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NORTHFIELD NJ)
NJ
01/09/2003 - 04/02/2007
MORGAN STANLEY DW INC. (NORTHFIELD NJ)
MD
12/20/2002 - 01/06/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
06/20/1984 - 12/16/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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