Unclaimed
Michael Jordan is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Michael has been in the financial services industry since 1986. Michael's specializations include retirement planning, college savings, estate planning, insurance and mutual funds. Michael is registered to offer investment advice in 31 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.
1
2
FL
09/26/2022 - Present
Wells Fargo Advisors Financial Network, LLC (TALLAHASSEE FL)
FL
01/01/2008 - 09/23/2022
WELLS FARGO CLEARING SERVICES, LLC (TALLAHASSEE FL)
FL
08/07/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TALLAHASSEE FL)
NA
06/27/1987 - 07/24/1990
INVESTORS ASSET MANAGEMENT, INC.
NA
09/26/1986 - 07/02/1987
BLINDER, ROBINSON & CO.,INC.
BC
Issued 07/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Jordan is the right advisor for you? Invested Better is here to help.