Unclaimed
Michael Nobles is a financial advisor registered with &partners. Michael has been working in the financial services industry since 1983. Michael has held several positions at various firms, including Wells Fargo Clearing Services, LLC and Lovett Underwood Neuhaus & Webb, INC. Michael is licensed to provide financial advice in Colorado, Delaware, Louisiana, Michigan, Missouri, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, Washington, and Wyoming.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TX
08/16/2024 - Present
&partners (Houston TX)
TX
09/04/1990 - 08/22/2024
WELLS FARGO CLEARING SERVICES, LLC (SUGAR LAND TX)
NA
11/13/1989 - 09/04/1990
LOVETT UNDERWOOD NEUHAUS & WEBB, INC.
TX
07/13/1989 - 11/13/1989
UNDERWOOD, NEUHAUS & CO., INCORPORATED (HOUSTON TX)
NA
11/25/1983 - 07/12/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 09/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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