Unclaimed
Michael Ahrens is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC, based in CHERRY HILL, NJ. Michael has been in the industry since 2000, and has worked for Morgan Stanley, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. in the past. Michael is a Certified Financial Planner and holds the following licenses: Series 7, Series 10, Series 9, Series 31, Series 63, and Series 65. Michael offers financial planning, investment consulting services to institutional clients, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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
NJ
03/21/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CHERRY HILL NJ)
NJ
06/01/2009 - 03/28/2024
MORGAN STANLEY (Marlton NJ)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JENKINTOWN PA)
NJ
11/22/2000 - 04/02/2007
MORGAN STANLEY DW INC. (LAWRENCEVILLE NJ)
IA
Issued 04/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/02/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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