Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Reyes is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the securities industry since 1999 and has worked with Wells Fargo Advisors LLC since 2009. Michael holds Series 6, 7, 63 and 66 licenses and has registrations in 29 states for both broker-dealer and investment advisor activities. Michael's previous experience is with SunAmerica Securities, Inc. in Phoenix, AZ. Michael specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutional clients.
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
DC
06/28/2024 - Present
Wells Fargo Clearing Services, LLC (WASHINGTON DC)
AZ
11/08/1999 - 12/01/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 05/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1999
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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