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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 Tudor is a registered investment advisor with Wells Fargo Clearing Services, LLC. Michael has been in the industry since 1983 and has experience with Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc. and Bateman Eichler, Hill Richards, Incorporated. Michael is licensed to provide investment advice in multiple states, including California, Arizona, Colorado, Hawaii, Nevada, Oregon, Texas, Virginia, and Washington. Michael has a strong track record of providing investment advice to individual and institutional clients. Michael's areas of expertise include financial planning, portfolio management, and investment consulting.
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
CA
12/11/2019 - Present
Wells Fargo Clearing Services, LLC (MISSION VIEJO CA)
CA
06/01/2009 - 12/13/2019
MORGAN STANLEY (LAGUNA NIGUEL CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (IRVINE CA)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/29/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
11/25/1983 - 11/26/1984
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
IA
Issued 03/26/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1992
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1983
Series 7 - General Securities 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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