Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Zadlo is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since 1998 and has extensive experience working with high-net-worth individuals, institutions, and corporations. Michael holds licenses in Connecticut and specializes in investment consulting, financial planning, and portfolio management. Michael is committed to providing personalized financial advice to his clients and helping them achieve their financial goals.
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
CT
02/01/2018 - Present
Wells Fargo Clearing Services, LLC (WESTPORT CT)
CT
04/04/2017 - 01/05/2018
OPPENHEIMER & CO. INC. (DANBURY CT)
CT
03/02/2007 - 11/25/2016
SCOTTRADE, INC. (BROOKFIELD CT)
CT
06/04/1998 - 03/01/2007
TD AMERITRADE, INC. (STAMFORD CT)
NY
12/24/1997 - 02/26/1998
VTR CAPITAL, INC. (NEW YORK NY)
NY
11/03/1997 - 12/23/1997
MONROE PARKER SECURITIES, INC. (PURCHASE NY)
BOTH
Issued 12/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1997
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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