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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Butterfield is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the industry since 2008 and has a strong track record of success in helping clients achieve their financial goals. Michael is licensed to provide both investment advisory and brokerage services in a number of states. He is also a registered representative with FINRA and is committed to providing his clients with the highest level of service. Prior to joining Wells Fargo, Michael was an investment advisor with PNC Investments. Michael has a strong background in finance and has a deep understanding of the financial markets. Michael is dedicated to helping his clients make informed investment decisions and is committed to providing them with the tools and resources they need to succeed.
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
VA
07/08/2011 - Present
Wells Fargo Clearing Services, LLC (RESTON VA)
VA
02/13/2009 - 04/15/2011
PNC INVESTMENTS (FALLS CHURCH VA)
VA
02/12/2008 - 01/16/2009
WACHOVIA SECURITIES, LLC (MCLEAN VA)
IA
Issued 03/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2008
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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