Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McNeil is a financial advisor with over 25 years of experience in the industry. Michael is registered with Wells Fargo Clearing Services, LLC and has held previous roles at Citigroup Global Markets Inc. and Washington Square Securities, Inc. Michael holds a number of licenses and certifications, including Series 6, 7, 31, 63, and 65. Michael has experience in 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
WA
09/07/2007 - Present
Wells Fargo Clearing Services, LLC (BELLEVUE WA)
WA
06/07/2001 - 09/18/2007
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
CT
04/10/1996 - 12/31/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
GA
10/12/1995 - 04/19/1996
WMA SECURITIES, INC. (DULUTH GA)
DE
07/14/1994 - 10/12/1995
PML SECURITIES COMPANY (NEWARK DE)
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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