Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Munson is a financial advisor with over 25 years of experience in the financial services industry. Michael is currently a registered representative with Kingsview Wealth Management, LLC and has been with the firm since June of 2022. Prior to that, Michael was a financial advisor with Wells Fargo Clearing Services, LLC. Michael provides financial planning and investment management services to individuals, families, and businesses. Michael has a strong track record of success and is committed to providing his clients with personalized financial advice and solutions.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
06/10/2022 - Present
Kingsview Wealth Management, LLC (Eureka CA)
CA
01/01/2008 - 06/13/2022
WELLS FARGO CLEARING SERVICES, LLC (EUREKA CA)
CA
08/08/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EUREKA CA)
IA
Issued 10/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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