Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Sarsynski is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since September 24, 1988. Michael holds Series 7, 31, 63 and 65 securities licenses. Michael is also a Certified Financial Planner. Michael is registered in 27 states, including Massachusetts, Florida, and Texas. Michael has worked at Merrill Lynch and Thomson McKinnon Securities in the past.
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
MA
08/08/2014 - Present
Wells Fargo Clearing Services, LLC (HOLYOKE MA)
MA
04/04/1991 - 08/11/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)
NY
04/06/1987 - 10/12/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 01/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Sarsynski is the right advisor for you? Invested Better is here to help.
