Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Phelan is a financial advisor with over 20 years of experience in the financial industry. Michael is currently registered with Wells Fargo Advisors Financial Network, LLC, and is licensed in multiple states. Michael has a strong background in various areas of finance, including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Michael has also held positions at Wells Fargo Clearing Services, LLC and Labranche & Co. LLC.
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
NC
07/07/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Winston Salem NC)
NC
04/28/2010 - 07/07/2023
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
UT
03/11/2008 - 04/08/2010
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
NY
10/19/2001 - 07/19/2006
LABRANCHE & CO. LLC (NEW YORK NY)
NY
10/01/2000 - 10/24/2001
BOCKLET & COMPANY, LLC (NEW YORK NY)
IA
Issued 09/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2000
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 05/18/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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