Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Papadoulis is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions at BNY Mellon Securities Corporation. Michael is licensed to offer investment advice in multiple states, including New York and Texas. Michael is also registered with the Securities Industry and Financial Markets Association (FINRA). The advisor provides investment consulting services to institutional clients as well as financial planning, pension consulting and portfolio management services to 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
NY
02/17/2022 - Present
Wells Fargo Clearing Services, LLC (East Williston NY)
NY
01/14/2022 - 01/27/2022
WELLS FARGO CLEARING SERVICES, LLC (BABYLON NY)
NY
02/01/1988 - 01/19/2022
BNY MELLON SECURITIES CORPORATION (UNIONDALE NY)
IA
Issued 07/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1988
Series 6 - Investment Company Products/Variable Contracts 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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