Unclaimed
Michael Staples Winterholler is a financial professional with over 7 years of experience in the financial industry. Michael is registered with Evercore Group LLC in Houston, TX, and has a Series 79, Series 63, and SIE. Michael's previous experience includes working at WELLS FARGO SECURITIES, LLC. Michael has a broad range of knowledge in the financial industry, including investment banking and securities trading. Michael is committed to providing his clients with personalized financial advice and guidance.
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.
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.
1
2
TX
11/01/2016 - Present
Evercore Group LLC (HOUSTON TX)
TX
07/29/2015 - 11/02/2016
WELLS FARGO SECURITIES, LLC (HOUSTON TX)
BC
Issued 07/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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