Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Proud is a financial advisor with over 20 years of experience in the industry. Michael is registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since February 2021. Before that, Michael was registered with WELLS FARGO CLEARING SERVICES, LLC and FIRST UNION BROKERAGE SERVICES, INC. Michael specializes in working with individuals, businesses, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Michael is also a Certified Financial Planner.
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
02/05/2021 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLOTTE NC)
NC
10/01/2000 - 02/05/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
04/21/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 05/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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