Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shane Kundinger is a registered representative with Wells Fargo Clearing Services, LLC. Michael has been in the securities industry since March 2004. Michael has been with Wells Fargo Clearing Services, LLC since November 2022. Michael also has previous experience with U.S. Bancorp Investments, Inc., Morgan Stanley, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Michael has passed the Series 66, Series 7, and SIE exams. Michael is registered to provide investment advice in Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Massachusetts, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming. Michael specializes in providing investment advice to high net worth individuals, corporations, and other businesses. Michael also specializes in providing investment advice to pension and profit sharing plans. Michael's firm, Wells Fargo Clearing Services, LLC, is a large financial institution that offers a wide range of investment services, including financial planning, portfolio management, and investment consulting. Wells Fargo Clearing Services, LLC manages over $500 billion in assets for its 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.
1
2
UT
11/30/2022 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
WY
12/05/2018 - 12/02/2022
U.S. BANCORP INVESTMENTS, INC. (GREEN RIVER WY)
UT
07/25/2011 - 11/19/2018
MORGAN STANLEY (SOUTH JORDAN UT)
UT
09/26/2002 - 02/24/2010
AMERIPRISE FINANCIAL SERVICES, INC. (SANDY UT)
MN
09/26/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2002
Series 7 - General Securities Representative 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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