Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bless is a financial advisor with over 35 years of experience in the industry. Michael is registered with Wells Fargo Clearing Services, LLC and has held various licenses, including Series 63, Series 31, and Series 7. Michael's primary focus is providing investment consulting services, financial planning, and portfolio management for both individuals and businesses. Michael holds a Certified Financial Planner designation. Michael's previous work experience includes working with A. G. EDWARDS & SONS, INC. and RAUSCHER PIERCE REFSNES, INC.
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
TX
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
TX
09/01/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DALLAS TX)
TX
06/20/1984 - 09/14/1995
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
BC
Issued 06/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1984
Series 7 - General Securities 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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