Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Raymond Weigel is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since February 2022. Prior to joining Wells Fargo, Michael worked at Mutual of Omaha Investor Services, Inc. and LPL Financial LLC. Michael is registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in Arizona. Michael is also licensed in California, Florida, Hawaii, Kentucky, Michigan, Montana, Texas, and Washington. Michael has obtained the following licenses and certifications: Series 3, Series 5, Series 7, Series 53, Series 63, Series 65, and is also a Chartered Financial Analyst (CFA).
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
AZ
02/16/2022 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
NE
04/06/2015 - 12/31/2017
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
AZ
10/09/2007 - 01/07/2013
LPL FINANCIAL LLC (SCOTTSDALE AZ)
AZ
04/16/2004 - 10/09/2007
UVEST FINANCIAL SERVICES GROUP, INC. (PHOENIX AZ)
UT
11/25/2002 - 02/02/2004
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
UT
03/27/1997 - 12/17/2001
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
TX
04/13/1993 - 02/26/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
MO
09/04/1990 - 04/23/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
01/08/1990 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
AZ
05/16/1985 - 01/17/1990
J. W. GARRETT AND COMPANY (PHOENIX AZ)
NA
09/10/1984 - 06/20/1985
PAINEWEBBER INCORPORATED
NA
10/11/1983 - 09/14/1984
RAUSCHER PIERCE REFSNES, INC.
NA
07/14/1982 - 10/06/1983
BOETTCHER & COMPANY
NA
03/15/1982 - 07/19/1982
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NA
02/23/1981 - 02/23/1982
G. S. OMNI CORPORATION
BC
Issued 01/24/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/19/1984
Series 3 - National Commodity Futures Examination
BC
Issued 11/02/1983
Series 5 - Interest Rate Options Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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