Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Jeshiva is a financial advisor at Wells Fargo Clearing Services, LLC. Michael is registered with the state of New York as an Investment Advisor Representative and holds a Series 7 license, which allows Michael to offer a wide variety of financial products and services. Michael has been a Registered Representative in the securities industry since 1985. In addition to Michael's experience with Wells Fargo Clearing Services, LLC, Michael has previous experience working at Morgan Stanley and Merrill Lynch.
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
NY
05/20/2014 - Present
Wells Fargo Clearing Services, LLC (WOODBURY NY)
NY
06/01/2009 - 05/19/2014
MORGAN STANLEY (JERICHO NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERICHO NY)
NY
05/02/1996 - 04/02/2007
MORGAN STANLEY DW INC. (JERICHO NY)
NJ
07/25/1987 - 12/22/1993
GARVIN GUYBUTLER CORPORATION (JERSEY CITY NJ)
NA
04/23/1985 - 05/27/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1996
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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