Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sejka is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Wells Fargo Advisors Financial Network, LLC and has been in this role since April 2024. Michael has experience with various financial services, including investment consulting for institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Previously, Michael worked for Wells Fargo Clearing Services, LLC and Morgan Stanley. Michael is a registered representative in 26 states, with an approved state exam category for Series 66.
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
OH
04/02/2024 - Present
Wells Fargo Advisors Financial Network, LLC (TROY OH)
OH
01/08/2014 - 04/01/2024
WELLS FARGO CLEARING SERVICES, LLC (WESTLAKE OH)
OH
01/14/2010 - 01/16/2014
MORGAN STANLEY (WESTLAKE OH)
OH
04/24/2007 - 01/21/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PEPPER PIKE OH)
OH
10/09/2006 - 04/24/2007
RYAN BECK & CO. (PEPPER PIKE OH)
OH
05/01/2001 - 10/20/2006
MCDONALD INVESTMENTS INC. (ROCKY RIVER OH)
BOTH
Issued 09/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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