Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McClelland is a financial advisor in San Antonio, Texas. Michael has been in the financial industry since 2006 and is currently registered with Wells Fargo Advisors Financial Network, LLC. Michael is a Registered Representative and an Investment Adviser Representative. Michael also has a Series 7, Series 10, Series 9, Series 63 and Series 65 license and is a Registered Investment Advisor in New Mexico and Oklahoma. Michael has been previously registered with Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Michael's current role involves working with clients to develop financial plans and investment strategies. Michael also provides consulting services to institutional clients.
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
TX
02/07/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SAN ANTONIO TX)
TX
04/05/2017 - 03/10/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
12/07/2009 - 06/09/2016
WELLS FARGO ADVISORS, LLC (TYLER TX)
TX
05/25/2006 - 05/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
03/14/2006 - 05/09/2006
EDWARD JONES (WATAUGA TX)
IA
Issued 08/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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