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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 Vinyon is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since 1997 and has experience in providing financial planning and portfolio management for individuals and businesses. Michael is registered with the state of Arizona, California and Minnesota. Michael also holds several industry certifications, including Series 7, Series 10, Series 24, Series 63 and Series 66. Michael has previously worked with Wells Fargo Investments, LLC, Wells Fargo Securities Inc. and Forum Financial Services, Inc.
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
AZ
11/15/2013 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
CA
05/02/2001 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/12/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
ME
05/11/1999 - 07/12/1999
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
MN
09/19/1997 - 06/12/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/19/1997 - 06/12/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2013
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
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