Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Holcomb is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the industry since 2009 and has a wide range of experience. Michael is licensed in Missouri and holds Series 7, 9, 63, SIE and 99TO licenses. Michael has worked at Wells Fargo Clearing Services, LLC since 2016 and prior to that was with First Clearing, LLC.
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
MO
11/11/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
08/12/2015 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
12/01/2014 - 04/14/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
01/23/2009 - 12/11/2014
FIRST CLEARING, LLC (ST. LOUIS MO)
BC
Issued 06/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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