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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 Nothman is a financial advisor with over 20 years of experience. Michael is registered with Wells Fargo Advisors Financial Network, LLC. Michael has experience with investment companies, high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Michael provides financial planning and investment consulting services to institutional clients. Michael also provides portfolio management for individuals and businesses.
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
IL
06/16/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHICAGO IL)
IL
08/11/2005 - 06/16/2023
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
CT
07/20/2004 - 06/22/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
CA
04/12/2002 - 07/15/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CA
01/01/2002 - 04/16/2002
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BOTH
Issued 08/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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