Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dare is a financial advisor at Wells Fargo Clearing Services, LLC. Michael has been in the industry since October 1, 2012, and is licensed in California and Texas. Michael is a Registered Representative and Investment Advisor Representative, and holds the Series 6, 7, and 66 licenses. Michael has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Michael can help you with a range of financial planning needs, including investment management, retirement planning, and estate planning.
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.
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2
CA
07/12/2017 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE VILLAGE CA)
CA
10/01/2012 - 12/09/2013
J.P. MORGAN SECURITIES LLC (THOUSAND OAKS CA)
CA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GRANADA HILLS CA)
BOTH
Issued 06/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts 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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