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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 Cowan is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Michael has been in the financial industry since 1999 and has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Michael is a registered representative in Florida and Texas. Michael's professional experience spans multiple firms including Citigroup Global Markets Inc. and UBS Financial Services Inc.
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
08/25/2016 - Present
Wells Fargo Advisors Financial Network, LLC (PALM BEACH GARDENS FL)
FL
11/16/2005 - 05/05/2009
CITIGROUP GLOBAL MARKETS INC. (NORTH PALM BEACH FL)
NJ
04/20/1999 - 12/02/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 05/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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