Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Whitfield is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been in the industry since June 2012 and is currently registered in Kentucky and Texas. Michael has worked for other firms previously, including Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Michael is a CERTIFIED FINANCIAL PLANNER™ professional.
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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KY
07/25/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LEXINGTON KY)
KY
06/18/2021 - 02/21/2022
CHARLES SCHWAB & CO., INC. (Lexington KY)
KY
08/11/2017 - 06/11/2021
WELLS FARGO CLEARING SERVICES, LLC (LEXINGTON KY)
FL
05/07/2012 - 07/06/2017
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 09/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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