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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 Stanco is a financial advisor at Wells Fargo Clearing Services, LLC. Michael has been working in the financial services industry for over 18 years. Michael is a Series 7 and Series 66 licensed advisor and holds a General Securities Sales Supervisor - General Module Examination (Series 10) and a General Securities Sales Supervisor - Options Module Examination (Series 9) license. Michael has experience working with individual investors, high-net-worth individuals, and institutions. Michael has worked for several firms including, TD Waterhouse Investor Services, Inc., T. Rowe Price Investment Services, Inc., Morgan Stanley Smith Barney, Compak Securities, Inc., Sanford C. Bernstein & Co., LLC and Fidelity Brokerage Services LLC. Michael provides financial planning services, portfolio management, and investment consulting services. Michael is dedicated to helping clients reach their financial goals.
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
CA
10/29/2020 - Present
Wells Fargo Clearing Services, LLC (MISSION VIEJO CA)
CA
01/02/2013 - 11/26/2013
FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)
FL
03/14/2012 - 11/28/2012
SANFORD C. BERNSTEIN & CO., LLC (MIAMI FL)
FL
08/22/2011 - 02/28/2012
MORGAN STANLEY SMITH BARNEY (AVENTURA FL)
CA
12/13/2005 - 07/22/2011
COMPAK SECURITIES, INC. (IRVINE CA)
NE
09/23/2004 - 03/03/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MD
01/21/2004 - 09/11/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 06/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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