Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kazmer is a financial advisor who has been working in the financial industry since 1988. Michael is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since November 2012. Previously, Michael worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., NationsBanc Montgomery Securities LLC, and other firms. Michael is registered to provide investment advice in 24 states.
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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CA
01/10/2015 - Present
Wells Fargo Advisors Financial Network, LLC (WESTLAKE VILLAGE CA)
CA
10/23/2009 - 11/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE VILLAGE CA)
CA
04/12/1999 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WESTLAKE VILLAGE CA)
NY
05/05/1999 - 07/09/1999
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
10/01/1998 - 04/12/1999
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
03/11/1996 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
CA
05/30/1992 - 03/11/1996
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
01/06/1992 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
01/25/1988 - 06/03/1989
PRUDENTIAL-BACHE SECURITIES INC.
NA
12/07/1987 - 01/28/1988
OPPENHEIMER & CO., INC.
NA
01/23/1986 - 12/15/1987
E. F. HUTTON & COMPANY INC
BOTH
Issued 04/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1986
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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