Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Blood is a financial advisor at Wells Fargo Clearing Services, LLC. Michael has been in the industry since 2004. Michael holds Series 7, Series 66 and SIE licenses and is registered in 48 states and 2 provinces. Michael provides investment consulting services to institutional clients as well as financial planning and portfolio management for individuals and businesses. Previous firms Michael worked for include Morgan Stanley, Barclays Capital Inc. and UBS Financial Services Inc.
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
04/12/2024 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
09/25/2014 - 04/16/2024
MORGAN STANLEY (Los Angeles CA)
CA
03/25/2009 - 10/02/2014
BARCLAYS CAPITAL INC. (LOS ANGELES CA)
CA
02/14/2008 - 12/31/2008
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
08/30/2004 - 02/27/2008
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
BOTH
Issued 10/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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