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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Siefert is a financial advisor associated with Wells Fargo Advisors Financial Network, LLC. Michael has been in the industry since 2014. Michael is a registered representative in Florida. Michael is also registered as an investment advisor representative. The advisor has been with Wells Fargo Advisors Financial Network, LLC since 2023. Michael holds the Series 7, Series 63, Series 65 and SIE licenses. Michael is a Chartered Financial Analyst. The advisor is registered in 38 states for Broker/Dealer services and 1 state for Investment Advisor services. Michael has experience working with clients such as individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities.
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
FL
02/06/2023 - Present
Wells Fargo Advisors Financial Network, LLC (FORT MYERS FL)
FL
05/28/2022 - 02/03/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
BC
Issued 06/10/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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