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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McAteer is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Michael has over 34 years of experience in the financial services industry. Michael holds both Series 63 and 65 licenses as well as Series 7 and SIE. Michael has been registered in Idaho since 2006 and with Wells Fargo Advisors Financial Network, LLC. since 2021. Michael's firm is headquartered in St. Louis, Missouri and provides investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors. Michael serves clients across multiple 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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2
ID
01/07/2021 - Present
Wells Fargo Advisors Financial Network, LLC (POCATELLO ID)
ID
01/01/2008 - 01/07/2021
WELLS FARGO CLEARING SERVICES, LLC (POCATELLO ID)
ID
11/10/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (POCATELLO ID)
ID
08/12/2006 - 11/21/2006
UBS FINANCIAL SERVICES INC. (POCATELLO ID)
ID
09/19/1989 - 08/12/2006
PIPER JAFFRAY & CO. (POCATELLO ID)
IA
Issued 03/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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