Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Richard Edelson is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Wells Fargo Clearing Services, LLC, and is also a registered investment advisor in Georgia and Texas. Michael has held previous positions with Wachovia Securities, Inc. and J.P. Turner & Company, L.L.C. Michael specializes in providing portfolio management for both individuals and businesses, as well as financial planning services. Michael's areas of expertise include stocks, bonds, mutual funds, and ETFs. Michael is committed to providing his clients with personalized financial advice that helps them achieve their long-term financial goals.
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
GA
11/22/2019 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
NC
05/23/1998 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
GA
01/30/1998 - 02/25/1998
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
IA
Issued 04/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1998
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
Not sure Michael Edelson is the right advisor for you? Invested Better is here to help.
