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 Gibson is a financial advisor at Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since 2006 and holds the Series 7 and Series 66 licenses as well as the SIE exam. Michael has a strong track record of providing financial advice and investment management services to individuals and families. Michael specializes in helping clients achieve their financial goals through a variety of investment strategies. Michael also holds the Certified Financial Planner designation and has experience working with high-net-worth individuals.
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
PA
12/13/2022 - Present
Wells Fargo Clearing Services, LLC (PHILADELPHIA PA)
DE
03/30/2009 - 05/12/2009
METLIFE SECURITIES INC. (NEWARK DE)
DE
08/27/2007 - 03/30/2009
CCO INVESTMENT SERVICES CORP. (HOCKESSIN DE)
PA
06/09/2006 - 07/26/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
BOTH
Issued 07/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2006
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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