Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Aljancic is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Michael has been in the financial industry since March 24, 2004. Michael's primary office location is in Columbus, Ohio, but they also serve clients in Dublin, Ohio. In addition to their role at Wells Fargo Advisors Financial Network, LLC, Michael has a 100% ownership in ALJANCIC FINANCIAL SERVICES LLC, which is an investment-related business in Columbus, Ohio.
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
OH
08/25/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Columbus OH)
OH
12/02/2011 - 09/01/2023
MORGAN STANLEY (Dublin OH)
OH
12/06/2005 - 12/05/2011
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
NY
01/06/2005 - 12/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
03/23/2004 - 01/03/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 04/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Aljancic is the right advisor for you? Invested Better is here to help.
