Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kessel is a financial advisor with over 15 years of experience in the industry. Michael currently works at Wells Fargo Clearing Services, LLC, where Michael is registered to provide investment advice and brokerage services in multiple states. Prior to joining Wells Fargo, Michael worked at Oppenheimer & Co. Inc. and SA Stone Wealth Management Inc., among other firms. Michael holds several industry certifications, including the Series 7, Series 63, and Series 65 licenses. Michael also has a Certified Financial Planner designation. Michael provides investment advice and portfolio management services to individuals, corporations, and institutions.
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
05/22/2024 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
01/15/2019 - 05/24/2024
OPPENHEIMER & CO. INC. (FORT LAUDERDALE FL)
FL
03/27/2014 - 01/14/2019
SA STONE WEALTH MANAGEMENT INC. (Plantation FL)
FL
09/13/2012 - 11/07/2013
INVESTACORP, INC. (FT. LAUDERDALE FL)
NY
04/06/2009 - 08/15/2012
SAMCO CAPITAL MARKETS, INC. (NEW YORK NY)
CA
02/15/2008 - 08/12/2008
ZEALOUS CAPITAL MARKETS, LLC. (TUSTIN CA)
NY
02/10/2006 - 06/30/2006
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
NY
09/15/2005 - 02/06/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
03/29/2005 - 05/02/2005
ASSENT LLC (BOLINGBROOK IL)
IA
Issued 02/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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