Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Peters is a financial advisor with over 30 years of experience in the industry. Michael currently works at Wells Fargo Advisors Financial Network, LLC and is registered with the state of California and Texas. Michael has a background in financial services, having previously worked for other firms like WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INVESTMENTS, LLC, WELLS FARGO SECURITIES INC., CAL FED INVESTMENTS, INVEST FINANCIAL CORPORATION and DEAN WITTER REYNOLDS INC.. Michael is committed to helping clients achieve their financial goals and provides a variety of services including 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.
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NV
06/10/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
CA
01/03/2011 - 06/07/2024
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WALNUT CREEK CA)
CA
11/24/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
01/31/1997 - 12/02/1999
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
06/13/1995 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
11/24/1993 - 05/18/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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