Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry for over 8 years and is registered with the state of North Carolina. Michael holds Series 7TO, SIE and Series 66 licenses. Michael has previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. In addition to financial services, Michael is also involved in First Fruits Family Ministry. Michael's clients include high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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
NC
08/01/2024 - Present
Wells Fargo Clearing Services, LLC (FAYETTEVILLE NC)
NC
08/01/2022 - 08/02/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAYETTEVILLE NC)
BOTH
Issued 09/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2022
SIE - Securities Industry Essentials 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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