Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Samuel Godlin is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has over 10 years of experience in the financial services industry. Michael has a Series 7, Series 3, Series 63 and Series 65 licenses. Michael previously worked at UBS Financial Services Inc. and Morgan Stanley. Michael is registered to provide investment advice in California, Florida, Georgia, Illinois, Maine, Massachusetts, Nevada, New Jersey, New York, Oregon, Pennsylvania and Texas.
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.
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2
IL
10/25/2019 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
01/02/2015 - 11/06/2019
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
04/03/2012 - 12/17/2014
MORGAN STANLEY (DEERFIELD IL)
IL
11/06/2009 - 03/19/2012
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
IA
Issued 06/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2015
Series 3 - National Commodity Futures Examination
BC
Issued 11/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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