Unclaimed
Michael Robert High is a financial advisor with over 20 years of experience in the financial services industry. He has worked with both individuals and institutions in building and managing their portfolios. Michael has been registered with Wells Fargo Clearing Services, LLC since 2016. Prior to that, he worked at TIAA-CREF Individual & Institutional Services, LLC and Wells Fargo Advisors, LLC. Michael is licensed in 53 states and is a registered Investment Advisor in North Carolina and Texas. He holds a Series 6, 7, 24, 63, 65, and 66 licenses. Michael is committed to providing his clients with comprehensive financial planning and investment management services. He specializes in retirement planning, college savings, and estate planning. Michael has a strong understanding of the financial markets and a commitment to providing his clients with personalized financial solutions.
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
NC
03/27/2014 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
09/27/2012 - 01/28/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
03/30/2012 - 09/11/2012
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
MO
10/01/2000 - 10/05/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/01/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
03/03/1997 - 08/07/1998
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
AL
05/12/1994 - 02/28/1997
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
OR
02/24/1994 - 05/04/1994
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
VA
01/07/1993 - 01/22/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
OR
05/02/1990 - 12/31/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
03/19/1985 - 05/29/1985
UNITED RESOURCES FINANCIAL
NA
07/29/1983 - 01/07/1985
E. F. HUTTON & COMPANY INC
NA
05/25/1983 - 07/01/1983
ADAMS, JAMES, FOOR & COMPANY, INC.
BOTH
Issued 03/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1990
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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